The Overlooked Rules Hiding Inside Your 401k
The Savvy Investor Podcast · Mike Canet
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Show Notes
What if the biggest retirement surprise isn’t the market but the tax bill you never saw coming? Mike Canet and Lawrence Kiely unpack a real retiree’s regret and dive into why taxes often derail otherwise solid plans. The conversation centers on overlooked strategies tied to 401(k)s, Roth accounts, and after‑tax contributions, including how complexity—not savings discipline—creates costly blind spots.
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