Don’t Let the IRS End Up With Your Retirement Money

The truth about retirement planning is that many people need a reality check when it comes to taxes and the impact they will have on their retirement money. Today we’re going to turn our attention to tax planning and how to keep most of your money from going to the IRS instead of the things you want to spend it on in retirement.

 

Here’s what we cover in this episode:

0:00 – Intro

2:40 – Taking money out prior to 59.5

3:58 – Enhanced creditor protection

7:35 – 3 ways to move your money

11:22 – What happens if something gets messed up

 

Get the Retirement Rollover Reality Check PDF: https://listentoscott.com/wp-content/uploads/2024/07/Rollover-Reality-Check-PDF-FOR-THE-WEB.pdf

 

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

 

Watch the show on YouTube: https://bit.ly/3RiT7Ky