RETIREMENT TODAY

WITH MICHAEL D. REESE, CFP®

Episode 004

004: Taxes & IRAs

Taxes & IRAs


In this podcast you’ll learn:

Listen to Michael D. Reese, CFP® discuss how your retirement plans can effect your taxation during retirement. What is the worst tax liability you have? Many of you will be surprised by this answer. Michael shares a story about Steve and a common mistake that he made (and some of you may be making) when it comes to his IRA. You will also hear 5 areas where  your retirement plans will be taxed.So sit back, relax, and listen to the Retirement Revolution.

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Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. 
This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.

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