Artwork

Kandungan disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Hall, CPA, Dave Hall, and CPA 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.
Player FM - Aplikasi Podcast
Pergi ke luar talian dengan aplikasi Player FM !

Why Your Retirement Needs More Than Tax-Deferred Accounts With Larry DeLegge

24:00
 
Kongsi
 

Manage episode 359476270 series 2993685
Kandungan disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Hall, CPA, Dave Hall, and CPA 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.

For a while, stockpiling your retirement funds into tax-deferred accounts worked. After pension slowly faded and retirement became less employer-sponsored, self-funded retirement has been the standard for decades now. IRAs and 401(k)s have become a staple for traditional retirement plans--contributing to these accounts with pre-tax dollars in hopes that when you retire and withdraw tax rates would be lower than in your working years.
Now, currently, taxes are at a historic low, but are set to increase at the sunset of 2025. And experts like David M. Walker have said that for many reasons taxes likely will double.
This week Dave hosts Larry DeLegge, Vice President of Business Operations of David McKnight and Company, to discuss how to approach the tax rate risk you will unfortunately experience in your retirement.
During this episode you will learn:

  • why tax rate risk destroys even well-planned retirements
  • why tax rates are bound to increase drastically as soon as 2030
  • why tax-deferred accounts should not be your only account you use for retirement
  • strategies to combat tax rate risk

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

120 episod

Artwork
iconKongsi
 
Manage episode 359476270 series 2993685
Kandungan disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Hall, CPA, Dave Hall, and CPA 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.

For a while, stockpiling your retirement funds into tax-deferred accounts worked. After pension slowly faded and retirement became less employer-sponsored, self-funded retirement has been the standard for decades now. IRAs and 401(k)s have become a staple for traditional retirement plans--contributing to these accounts with pre-tax dollars in hopes that when you retire and withdraw tax rates would be lower than in your working years.
Now, currently, taxes are at a historic low, but are set to increase at the sunset of 2025. And experts like David M. Walker have said that for many reasons taxes likely will double.
This week Dave hosts Larry DeLegge, Vice President of Business Operations of David McKnight and Company, to discuss how to approach the tax rate risk you will unfortunately experience in your retirement.
During this episode you will learn:

  • why tax rate risk destroys even well-planned retirements
  • why tax rates are bound to increase drastically as soon as 2030
  • why tax-deferred accounts should not be your only account you use for retirement
  • strategies to combat tax rate risk

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

120 episod

Semua episod

×
 
Loading …

Selamat datang ke Player FM

Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.

 

Panduan Rujukan Pantas

Podcast Teratas