The Hidden Risk of 401(k) Investing
Uncertainty around future tax rates could impact how much of your savings you’ll get to keep when you start withdrawing from your 401(k) in retirement.
Uncertainty around future tax rates could impact how much of your savings you’ll get to keep when you start withdrawing from your 401(k) in retirement.
With life insurance as an investment risk, you have no risk of loss due to market volatility, if you know if you know what you’re doing. You can also avoid a tax responsibility with life insurance as an investment.
Jamie explains how the secure act will impact you in two situations. (1) Your heir is still working, and (2) when your heir has retired.
Jamie explains why paying off your house as soon as possible is not the best plan.
This era saw the rise of sophisticated tax avoidance measures as wealthy individuals looked to preserve their wealth in the face of such high taxes.