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.

This episode will get back to the basics and cover the details of retirement accounts, rollovers, and other important considerations when you’re thinking about moving money around or withdrawing it altogether. These are key discussions that could save you a significant amount of money and you want to put a plan in place before making any decisions.

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

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