• Sandwiching in End of Year Retirement Tax Savings

  • Nov 19 2024
  • Length: 12 mins
  • Podcast

Sandwiching in End of Year Retirement Tax Savings

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  • Summary

  • In celebration of political arguing being down to a simmer, we address another controversial American topic... FOOD! 🥪 Then Greg & Kristin share ideas for your retirement money when it comes to being tax efficient in 2024, along with how to best plan for taxes in retirement moving forward. Plus, their personal bucket list travel goals! 🌎 If you’re near or in retirement and have a 401(k), IRA, or other retirement account as part of your portfolio, this tax information could be very helpful before 2024 ends!

    And if you’d like help getting organized, download a FREE copy of Legacy’s My Retirement Kit.

    See omnystudio.com/listener for privacy information.
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