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