SEP IRAs vs. 401(k)s: Which Wins for Retirees

Airdate: 10/29/2023 In this episode of The Financial Quarterback, Josh questions the assumption that retirees will be in a lower tax bracket and highlights potential future tax rate increases. He differentiates between SEP IRAs and qualified retirement plans, discussing their respective pros and cons. Josh also examines the choice retirees face between renting or owning a home, considering factors like home equity and housing expenses. The episode wraps up with a discussion on the impact of social security overpayments on beneficiaries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!