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June 10, 2025 16 mins

David Belisle discusses how increased taxes in retirement could be an even worse problem in the future. David discusses the reasons, including the national debt, certain bills that could expire, RMDs, Social Security taxes, and healthcare premiums. And David lays out how he and the Paramount Financial team can do a complimentary look at someone’s retirement plan to help make it as tax-efficient as possible. He also talks about the trip with his wife to the Bahamas and enjoying the warm weather there, versus the cold in Boston.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

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