Marker 01

This episode starts with a question about whether American athletes have to pay taxes on Olympic medals and cash awards. Mark, Houston and Jerry then delve into the topic of taxes in retirement, including the changing tax system, taxes on Social Security, and different sources of taxes. They also touch on the importance of having a tax-efficient retirement savings plan and provide examples of tax-saving strategies. The conversation then transitions to the topic of leaks in retirement plans, specifically in 401(k)s, and the potential impact of fees, loans, and early withdrawal penalties. The guys suggest taking action to address these leaks, such as considering an in-service distribution to roll over funds into a self-directed IRA. 

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

This episode starts with a question about whether American athletes have to pay taxes on Olympic medals and cash awards. Mark, Houston and Jerry then delve into the topic of taxes in retirement, including the changing tax system, taxes on Social Security, and different sources of taxes. They also touch on the importance of having a tax-efficient retirement savings plan and provide examples of tax-saving strategies. The conversation then transitions to the topic of leaks in retirement plans, specifically in 401(k)s, and the potential impact of fees, loans, and early withdrawal penalties. The guys suggest taking action to address these leaks, such as considering an in-service distribution to roll over funds into a self-directed IRA. 
Ready to connect with Mark and Houston? Visit <a href="https://troyerretirement.com/contact/">Troyer Retirement</a> today!

At Troyer Retirement, we understand that a strong retirement income strategy can be the best way to help create your dream retirement. For four decades, residents of the tri-state area of Indiana, Ohio, and Michigan have turned to Troyer Retirement for reliable retirement planning strategies and insights. Tune in weekly to Troyer Retirement Radio podcast. Count on Mark Troyer and his team for professional, friendly, and trustworthy retirement guidance.

Learn more about Mark and his team on the website and for more helpful insights, check them out on Facebook.

At Troyer Retirement, we understand that a strong retirement income strategy can be the best way to help create your dream retirement. For four decades, residents of the tri-state area of Indiana, Ohio, and Michigan have turned to Troyer Retirement for reliable retirement planning strategies and insights. Tune in weekly to Troyer Retirement Radio podcast. Count on Mark Troyer and his team for professional, friendly, and trustworthy retirement guidance.
Learn more about Mark and his team on the <a href="https://troyerretirement.com/">website</a> and for more helpful insights, check them out on <a href="https://www.facebook.com/troyerretirement">Facebook</a>.

Troyer Retirement Show

At Troyer Retirement, we understand that a strong retirement income strategy can be the best way to help create your dream retirement. For four decades, residents of the tri-state area of Indiana, Ohio, and Michigan have turned to Troyer Retirement for reliable retirement planning strategies and insights. Tune in weekly to Troyer Retirement Radio podcast. Count on Mark Troyer and his team for professional, friendly, and trustworthy retirement guidance.
Learn more about Mark and his team on the <a href="https://troyerretirement.com/">website</a> and for more helpful insights, check them out on <a href="https://www.facebook.com/troyerretirement">Facebook</a>.

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