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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Could Your IRA Be Setting Up a Future Tax Surprise?
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What Should You Do With an Unexpected Inheritance?
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Could One Market Drop Change Your Retirement Plans?
10:37