In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

<p>In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.</p>
<p>Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!</p>

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, he’s passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.

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