Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing listeners with tools to make informed financial decisions. Whether you're nearing retirement or just beginning to plan, this episode is a treasure trove of information that can help you optimize your tax situation and work toward making your New Year's financial resolutions a reality.
You can send your questions to questions@pyaradio.com for a chance to be answered on air.
Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com
Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/
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5 Long-Term Care Strategies for Seniors and Their Families
Market Segment: A Surging Week on Wall Street: Unpacking the Market Rally
Five Things to Consider if You’re Turning 65 This Year
Market Segment: Market Tides: Navigating the Waves of Inflation and Volatility
Strategies for Business Owners: Exploring Tax-Free Retirement Income & More
Market Segment: Unpacking Labor Market Trends: Implications for Inflation and Stocks
The 401(k) Breakdown: Making Sense of Your Retirement Savings and Account Fees
Market Segment: Understanding Market Peaks: Insights on VIX and SKEW Indexes
10 Tax Reduction Strategies for Confident Retirement Savers
Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs
Elevated Markets, Anchored Investments: The Role of Annuities
Market Segment: Inflation, Stocks, and Economic Indicators
Ways to Generate Tax-Free Income in Retirement
Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy
Developing Investment Trends: Reshoring, AI, Real Estate, and Energy
Market Segment: Understanding the S&P 500's Surge and Its Impact
Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights
Market Segment: Understanding January 2024 Interest Rates, Indices, and Inflation
Financial Bootcamp 2024: Avoiding Some Key Financial Landmines in 2024
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