David Belisle discusses the types of retirement accounts that can lead to major tax implications in retirement. David describes how this problem is only getting worse over time and how the national debt ties into this. He also describes several different methods that he and the Paramount Financial team use to help people move money from taxable buckets before retirement.
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.
FB: https://www.facebook.com/paramountfinancialma/
Sign up for David’s educational tax seminar on June 3rd and 4th at the Williams Inn in Williamstown. Space is limited, so sign up now: https://keap.page/qju393/taxes-in-retirement-event-registration.html
See omnystudio.com/listener for privacy information.
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