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Don’t Let Taxes Direct Your Retirement Plan

You may not want to let taxes direct your retirement plan, but that does not mean you should ignore them completely.  A listener, "George" who is currently 55, has a pension, a 401(k) and plans to collect Social Security at age 70.  At age 70, he is concerned that his assets plus his Social Security benefit will push him in to a higher tax bracket. Should he consider converting his 401(k) to a ROTH IRA?  And how does Social Security use your work history to calculate your Primary Insurance Amount anyway?


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About the Show

About the Show

What do you get when you combine a TALENTED CFP®, a COLLEGE FINANCE INSTRUCTOR, relevant financial information and a healthy dose of humor for two hours on Saturday morning?  You get THE Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.

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THE Retirement and IRA Radio Show is broadcast on Greeley’s NewsTalk Radio 1310 KFKA on Saturday mornings from 8-10am. Click above to listen live!

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TX and WY. This communication is strictly intended for the residents of AZ, CO, GA, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates are not affiliated.