The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Aaron Spitzner opens the show with a discussion on interest rates and borrowing costs, then touches on tax strategies for non-qualified annuities. Later Jeff Kowal joins the show to discuss Roth IRAs and their growing popularity among young people. And Aaron Spitzner wraps up the show with catch-up contributions limits and changes.

Episode metadata supplied by the publisher feed · Published Oct 29, 2025

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The Retirement Clinic-10-4-25 – Interest Rates, Taxes, Roth Accounts, and More!

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