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Are Your Retirement Savings Setting You Up for a Tax Surprise?

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Charleston's Retirement Coach

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Bran 
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Could the type of accounts you save in today have a major impact on your retirement taxes tomorrow? In this episode of Charleston’s Retirement Coach, Brandon Bowen explains the differences between tax-deferred, taxable, and tax-free accounts and why having a mix of all three may provide more flexibility in retirement. He discusses common challenges retirees face when most of their savings are concentrated in one account type, along with strategies for managing withdrawals, evaluating Roth opportunities, and creating a tax-aware retirement income plan.

 

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Charleston's Retirement Coach

Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and  
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