Taxes In Retirement - August 24, 2024

Other than income, taxes may be the most important part of a retirement plan - and maybe the most expensive if you don't account for them properly. Dave discusses how tax planning can help you keep more of your retirement savings instead of shipping it off to Uncle Sam. He and Jonathan also take a look at spousal disagreements, as well as answer listener questions.Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.