Taxes in Retirement-Roth IRA-Risk in Retirement

Your Retirement With Sam Duell

25-03-2022 • 51 mins


Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Sam and Luke address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk.

You can reach the team by calling 866-203-7486.

Duell Financial Strategies

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