Family First RetirementFamily First Retirement
Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti…171 clip(s)
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A big retirement account can come with a tax bill that deserves just as much attention as the balance. George Politarhos explores tax-deferred retirement accounts, RMDs, Social Security taxation, Medicare-related costs, and how Roth conversions can fit into a broader tax strategy. Then Achilleas Vargiamis discusses the anxiety that can keep people from planning, why there’s no universal retirement number, and how putting income, expenses, goals, and resources on paper can clarify the path forward.
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