Written by Jeff Walker, Financial Planner: There are many risks people face before and throughout retirement. Most people understand stock market risk, healthcare risk, and inflation risk but the risk of losing wealth due to taxes is one that is often overlooked or misunderstood. Unfortunately, understanding tax risk isn’t simple or intuitive and the reality …
THE SECURE ACT – A Soap Opera of Tax and Estate Planning Read More »
Written by Jeff Walker, Financial Planner Retirement Account or Retirement Plan: What’s The Difference? The most widely used and well-known retirement savings plan in the United States is a 401(k) plan. The term \”401(k)\” refers to Section 401(k) of the Internal Revenue Code. These types of plans allow employees to avoid taxation on their income …
Retirement Account or Retirement Plan: What’s The Difference? Read More »
Written by Jeff Walker, Financial Planner Retirement – A New Identity George had been looking forward to retirement. The high pressure of sales and service that came with his job was getting to him, he found getting through the weeks harder and harder. Too many meetings, too much travel, too many changes in technology, too …