Planning Matters Retirement Tax Planning

Peter Richon ·
May 6, 2021

It’s not what you make, or the balance in your retirement accounts that matters. It’s what you actually get to keep. And language from Washington seems to be pointing strongly to the potential of keeping less for ourselves and our families.

On this episode, Peter Richon discusses strategies for while you are working and contributing to build a more tax-favorable retirement account balance, and how to be as efficient as possible with the tax-deferred balance you may have already built up through strategic planning opportunities.

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