Marty breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  He also provides and update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. 

You can reach Marty Nevel by calling 888-519-9096.

Marty breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.&nbsp; He also provides and update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress.&nbsp;
You can reach Marty Nevel by calling 888-519-9096.

Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

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