How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam
Retirement Coffee Talk · Charisse Rivers
November 16, 202452m 30s
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Show Notes
On this week's show:
- The implications of the recent election results on retirement planning, tax changes, and interest rates.
- What is the Great Wealth Transfer and why is your financial advisor not happy about it?
- The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
- Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?
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Topics
RetirementTax PlanningInterest RatesWealth TransferEconomic OutlookElection ImpactFinancial StrategiesSocial SecurityCapital GainsInvestment PlanningRMDretirement planningtax strategiesRoth IRAfinancial adviceretirement incomeestate planningtax bracketsretirement mythsfinancial literacy