Why Your IRA Could Be Your Biggest Retirement Risk

カートのアイテムが多すぎます

ご購入は五十タイトルがカートに入っている場合のみです。

カートに追加できませんでした。

しばらく経ってから再度お試しください。

ウィッシュリストに追加できませんでした。

しばらく経ってから再度お試しください。

ほしい物リストの削除に失敗しました。

しばらく経ってから再度お試しください。

ポッドキャストのフォローに失敗しました

ポッドキャストのフォロー解除に失敗しました

Why Your IRA Could Be Your Biggest Retirement Risk

無料で聴く

ポッドキャストの詳細を見る

Have you spent decades building your retirement savings… only to discover your IRA could become one of your biggest tax liabilities?

In this episode of the On-Track Retirement Show, Pat Schmidt and Jay Curatti break down the hidden tax dangers many retirees never see coming — including required minimum distributions (RMDs), the “widow’s penalty,” and how inherited IRAs can create massive tax burdens for your children.

You’ll learn:
• Why traditional IRAs, 401(k)s, 403(b)s, and TSPs may carry hidden tax exposure
• How the SECURE Act changed inherited retirement accounts forever
• What the “kiddos penalty” could mean for your family legacy
• Why waiting until RMD age could cost retirees hundreds of thousands in taxes
• How proactive Roth conversion strategies may help reduce taxes in retirement
• The real-life story of “Jim & Kathy” and how they transformed their retirement strategy

If you’re approaching retirement or already retired, this episode will help you better understand how taxes can impact your income, Medicare premiums, and the legacy you leave behind.

👉 Schedule your complimentary On-Track Retirement Review at
MyOnTrackRetirement.com

If you enjoyed this episode, make sure to:
✔ Subscribe to the channel
✔ Like this video
✔ Share it with someone planning for retirement

✔ Leave your questions or comments below#RetirementPlanning #IRA #RothConversion #RetirementTaxes #FinancialPlanning #OnTrackRetirement #401k #RetirementIncome #TaxPlanning #RetirementStrategies

Thanks for listening! If today's episode was helpful, subscribe so you never miss a Tuesday episode. Ready to build your retirement plan? Visit us at myontrackretirement.com

まだレビューはありません