In this episode we will address how accumulating significant savings into Traditional 401ks and IRAs can lead to a massive tax burden in retirement.  Additionally, we will be addressing the provision in the SECURE Act which will change the way we view leaving these retirement plans to the next generation.

This is our inaugural episode of the Planning For Retirement Podcast.  Therefore, I want to simply introduce the WHY behind this podcast as well as let all of the listeners know about my background both personally and professionally.  Lastly, I will tease the next episode content and hope you all Read More