Is the IRS Holding Back Your Retirement Dreams?

Airdate: 09/23/2023

Dive in with Josh as he first tackles the ripple effects of the IRS's recent decision to delay 401k catch-up contributions. For high earners, this shift could be a game-changer. What's next on the horizon? As many inch closer to retirement, Josh lays out a comprehensive blueprint, starting with the nuances of selecting the ideal health insurance and then transitioning into strategic investment shifts crucial for the pre-retirement phase. The episode heats up with a spirited debate on the pros and cons of paperless tax filing. Listen in as a concerned caller shares firsthand hesitations about the digital evolution. Then, a timely detour into the world of Social Security as another listener grapples with the perennial question: when is the optimal time to claim benefits? Rounding off, Josh spotlights the top 10 rapidly escalating expenses that older Americans should have on their radar.

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