How much you save for retirement is important, but what’s more important is how much you will get to keep. In a two-part episode, Paul recaps a recent workshop he taught on taxes called “Tax Planning Through The Four Phases of Retirement”. Paul covers the different kinds of taxable retirement accounts and programs like social security and medicare so that you can avoid unnecessary taxes and relax about money.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.