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Podcast: Retire Today
Episode: How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan
Description: Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How Can Retirees Avoid the Tax Bomb in Their Portfolios?.
Summary:
[164] – Is there a tax bomb hiding inside your retirement portfolio?
In this episode, Jeremy Keil speaks with David McClellan, Partner at Forum Financial Management, about how you can avoid the huge tax bills and Medicare surcharges that some retirees face. They explore how saving in tax-deferred accounts can lead to a growing tax liability in retirement, pushing retirees into higher tax brackets and...