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>

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

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>

The Hidden Tax Trap Inside a Large 401(k)

Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your bottom line, and which strategies can help you keep more of your hard-earned money. Whether you’re five years from retirement or already planning your next chapter, this conversation will help you understand the real cost of retirement and how to prepare for it.

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

Cam Newton recently discussed on ESPN's First Take the biggest money mistake that pro athletes make. In this episode, Ethan Glasgow reveals the hidden tax traps that both athletes and everyday Americans face after their careers. Discover why retirees are among the most unfairly taxed groups, how Social Security, pensions, and IRAs can impact your bottom line, and which strategies can help you keep more of your hard-earned money. Whether you&rsquo;re five years from retirement or already planning your next chapter, this conversation will help you understand the real cost of retirement and how to prepare for it.
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>

What Retirees Can Learn From Pro Athletes

After decades of saving, why do so many retirees struggle to spend their own money? In this episode, Stuart Seegmiller explores the psychology behind retirement spending and why guaranteed income often feels easier to spend than money withdrawn from investment accounts. He discusses the challenge of transitioning from accumulation to distribution, the impact of required minimum distributions (RMDs), and why confidence in a retirement plan can influence spending decisions. Learn how creating a clear income strategy may help retirees enjoy the resources they've worked so hard to build.

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

After decades of saving, why do so many retirees struggle to spend their own money? In this episode, Stuart Seegmiller explores the psychology behind retirement spending and why guaranteed income often feels easier to spend than money withdrawn from investment accounts. He discusses the challenge of transitioning from accumulation to distribution, the impact of required minimum distributions (RMDs), and why confidence in a retirement plan can influence spending decisions. Learn how creating a clear income strategy may help retirees enjoy the resources they've worked so hard to build.
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

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Your Family And Your Retirement

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