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The New Middle-Class Retirement Plan: Working into old age! Part 1
Manage episode 444051761 series 3560779
Kandungan disediakan oleh Regsitered Media and Game Changer Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Regsitered Media and Game Changer Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode Jerry focuses on the financial challenges faced by the middle class and the potential impact of tax changes on retirement planning. Jerry Linebaugh discusses the importance of tax planning, risk management, and developing future income plans for retirement. He emphasizes the need for individuals with $500,000 or more in retirement savings to consider strategies that can help reduce future tax burdens. The conversation also touches on the potential expiration of the 2018 tax cuts and the implications for different income brackets. Jerry provides insights into Roth conversions and other tax planning strategies that can help individuals navigate higher taxes in retirement.
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