Episode Details
Back to Episodes
How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam
Published 1 year, 4 months ago
Description
On this week's show:
- The implications of the recent election results on retirement planning, tax changes, and interest rates.
- What is the Great Wealth Transfer and why is your financial advisor not happy about it?
- The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
- Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.