With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now!

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

With the celebration of Independence Day, we brought back Abe's conversation with Donald Trump Jr. from Mar-a-Lago. Listen to this exclusive interview now!
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe&rsquo;s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they&rsquo;ve worked so hard for.
To get more information on Ashton &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit&nbsp;<a href="https://ashtonwealth.com/">AshtonWealth.com</a>

As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

Your Family And Your Retirement

Best Of: A Conversation with Donald Trump Jr.

Retirement planning shouldn’t feel like filling out the same 200-page clipboard every year. This episode explores why understanding your full financial picture matters, from creating reliable retirement income to staying ahead of required minimum distributions. Learn why RMDs may be less intimidating than they sound, how taxes can complicate withdrawals, and why planning before RMD age can help reduce unwelcome tax surprises. It’s a practical conversation about knowing where you stand and keeping your retirement strategy aligned as life and finances change.

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

Retirement planning shouldn&rsquo;t feel like filling out the same 200-page clipboard every year. This episode explores why understanding your full financial picture matters, from creating reliable retirement income to staying ahead of required minimum distributions. Learn why RMDs may be less intimidating than they sound, how taxes can complicate withdrawals, and why planning before RMD age can help reduce unwelcome tax surprises. It&rsquo;s a practical conversation about knowing where you stand and keeping your retirement strategy aligned as life and finances change.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe&rsquo;s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they&rsquo;ve worked so hard for.
To get more information on Ashton &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit&nbsp;<a href="https://ashtonwealth.com/">AshtonWealth.com</a>

Your Retirement Isn't Just a Bunch of Documents

A bigger retirement account can bring bigger tax considerations when it’s time to start taking money out. Zach Norton discusses how 401(k)s, IRAs, required minimum distributions, and unexpected withdrawals can affect taxable income and Medicare premiums. He also explores Roth conversions, charitable distributions, and the importance of maintaining different types of accounts. Plus, the conversation turns to inherited IRAs, the 10-year withdrawal rule, and why keeping beneficiary designations current can be an important part of legacy planning.

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

A bigger retirement account can bring bigger tax considerations when it&rsquo;s time to start taking money out. Zach Norton discusses how 401(k)s, IRAs, required minimum distributions, and unexpected withdrawals can affect taxable income and Medicare premiums. He also explores Roth conversions, charitable distributions, and the importance of maintaining different types of accounts. Plus, the conversation turns to inherited IRAs, the 10-year withdrawal rule, and why keeping beneficiary designations current can be an important part of legacy planning.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe&rsquo;s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they&rsquo;ve worked so hard for.
To get more information on Ashton &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit&nbsp;<a href="https://ashtonwealth.com/">AshtonWealth.com</a>

When Retirement Savings Become a Tax Puzzle

Could a large 401(k) actually create unexpected tax challenges in retirement? Zach Norton discusses how tax-deferred retirement accounts, required minimum distributions (RMDs), and inherited IRA rules can affect taxes, Medicare premiums, and retirement flexibility. The conversation explores why having different types of savings accounts may provide more options when unexpected expenses arise and examines key considerations for those hoping to leave retirement assets to children or grandchildren. Learn how retirement income, tax planning, and legacy goals can intersect in ways many retirees and families may not anticipate.

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

Could a large 401(k) actually create unexpected tax challenges in retirement? Zach Norton discusses how tax-deferred retirement accounts, required minimum distributions (RMDs), and inherited IRA rules can affect taxes, Medicare premiums, and retirement flexibility. The conversation explores why having different types of savings accounts may provide more options when unexpected expenses arise and examines key considerations for those hoping to leave retirement assets to children or grandchildren. Learn how retirement income, tax planning, and legacy goals can intersect in ways many retirees and families may not anticipate.
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe&rsquo;s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they&rsquo;ve worked so hard for.
To get more information on Ashton &amp; Associates, or to schedule a consultation call, 435-688-9500 or visit&nbsp;<a href="https://ashtonwealth.com/">AshtonWealth.com</a>

Best Of: A Conversation with Donald Trump Jr.

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Your Family And Your Retirement

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