• When is an IRA an IOU to the IRS and what can you do NOW to reduce your exposure to taxes

  • Apr 3 2025
  • Durée: 19 min
  • Podcast

When is an IRA an IOU to the IRS and what can you do NOW to reduce your exposure to taxes

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  • Résumé

  • In this week's episode, we'll discuss when your retirement plan is really an IOU to the IRS and what you can do about it. If you have a certain amount in a pre-tax type of account, do you really have that much for your retirement? Would a Roth conversion be a wise choice for you? How can you fire the IRS from being your partner in retirement? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams
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