Will Your Retirement Be Subjected To Unintended Tax Consequences?

Is your advisor helping you design a tax aware retirement plan? Is it possible have too much money in your 401(K) or IRA? Are your retirement savings tax diversified? On this week's episode we explore these and other questions that could help you discover some important and often overlooked elements of retirement planning. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues.   Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.