Want to create an interactive transcript for this episode?
Podcast: The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Episode: SEP IRAs vs. 401(k)s: Which Wins for Retirees
Description: Airdate: 10/29/2023In this episode of The Financial Quarterback, Josh questions the assumption that retirees will be in a lower tax bracket and highlights potential future tax rate increases. He differentiates between SEP IRAs and qualified retirement plans, discussing their respective pros and cons. Josh also examines the choice retirees face between renting or owning a home, considering factors like home equity and housing expenses. The episode wraps up with a discussion on the impact of social security overpayments on beneficiaries.Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a...