Avoiding the Tax Time Bomb

Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.

 

Read more and get additional financial resources here: https://petersonfg.com/avoiding-the-tax-time-bomb/ 

 

What we discuss on this episode: 

0:46 - What are tax strategies to consider?

1:11 - Reducing the 401(k) contributions.

3:22 - If you don’t have a Roth option at work, should you do a Roth IRA?

4:41 - Would funding a cash value life insurance be a good strategy?

7:48 - What do we need to know about Roth conversions?