Mr. Money Talks: Navigating Taxes and Fees to Maximize Your Retirement 10/12/2024

Live show 10/12/2024

 

In this episode, financial expert Mark Rothstein, known as "Mr. Money," delves into strategies to avoid higher taxes after the loss of a spouse and how to minimize the impact of fees in 401(k) and 403(b) plans. He also provides guidance on choosing the right financial advisor to ensure your best interests are prioritized.

 

Sources:

• Messing Up the Closest Thing to a Sure Thing in the Stock Market - WSJ
• Americans' top 5 financial regrets of 2023 | Financial Planning (financial-planning.com)
• ERISA, the law creating modern 401(k) plans, was enacted 50 years ago (usatoday.com)
• Tax Strategies for Surviving Spouses: How to Avoid Paying Higher Taxes - WSJ