In this episode Damon and Matt detail how you should be more comfortable spending your money in retirement. Plus, how a portfolio review can find the issues that you may never see and that includes tax strategies. They offer some tips on how even though taxes will go up in the future, you may still pay less in taxes even with an income of zero. There are options to use with your IRA and 401k in savings now that could directly affect your retirement needs.
For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com