In this episode, a continuation of The Clueless Retiree Part I, Mark and Evan Fricks tackle the thorny issues of tax misconceptions and legislative changes that could leave you adrift in a sea of confusion without a solid plan. The Secure Act 1 and 2 are dissected, revealing their hidden impact on retirement strategies and why Roth conversions might just be your lifeline. We delve deep into the importance of strategic planning in hopes of steering clear of unexpected tax burdens and the dreaded surge in Medicare Part B premiums and then anchor down on the daunting healthcare costs that loom over the retired horizon. Take the helm with us, and let's set sail toward a future where your golden years glisten with well-earned peace of mind.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
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Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
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Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
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