Retirement Elevated Podcast with Sean Lee

Diffusing the Tax Time Bomb

June 10, 2021

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?

 

Read more and get additional financial resources here: https://wp.me/paeqsR-cs 

 

What we discuss on this episode: 

1:02 - The economy is made up of several components.

4:32 - Fund your Roth 401(k).

6:02 - Is cash value life insurance worth considering?

9:09 - Have you considered a Roth conversion?