Consumer Advice Series - Retirement Tax Implications

About Mansfield

25-03-2022 • 0 seconds

• I make a great living as a self-employed business owner, but I haven’t saved anything for retirement. What do I do?

• What are catch-up contributions?

• I’m newly retired. When should I expect to start taking required minimum distributions? Should I convert my 401(k) to an IRA? Should I use my IRA to buy an annuity or other life insurance product?

Adam Coen

Jack Loteryman CPA, PC

Arlington, Texas

www.JackLoterymanCPA.com

About Mansfield Podcast

News, talk and information about Mansfield, Texas

www.AboutMansfield.com

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