A new Presidential Administration tends to shake things up, including making changes to tax policies, which could have a huge impact on your retirement. Without a defensive tax strategy, your 401K, Social Security Benefits, and Investment Income could ALL get clobbered by taxes when you retire- leaving you a fraction of your retirement nest-egg.
In this episode, we will cover the countless ways you could trigger higher taxes in retirement, including:
Host Ben Christy interviews Patrick Min, CPA, and founder of Beacon Accounting and Tax Services. Also joining the conversation is Beacon Capital Management’s Senior Partner and Co-Owner, Pete Benson, and COO and Co-Owner, Jon Maxson for this episode of the Beacon Retirement Strategies Radio Show: Taxes Under The New Presidential Administration and Your Retirement.
A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If are unsure what your tax strategy looks like, we highly recommend you take advantage of our FREE, Retirement Tax Analysis. SCHEDULE A CALL TODAY!
Also, download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.
Patrick Min, CPA acting in the capacity of CPA for Beacon Tax, and is not affiliated with Beacon Capital Management, LLC.