Our Most Recent Show
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?
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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