Boom! The IRA Tax Time Bomb Explained - Talking Money скачать в хорошем качестве

Boom! The IRA Tax Time Bomb Explained - Talking Money

In this episode of Talking Money, Joe explains the “IRA Tax Time Bomb”—what it is, why it matters, and how it could impact your retirement income. He also shares the “3 Buckets” strategy to help reduce taxes and keep your plan on track. Worried about a potential tax time bomb in your retirement plan? 📞 Let’s talk—call (866) 766-8332 for a complimentary review or visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.