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Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
In today’s episode, Michael and Rich discuss a very unique topic of After Tax contributions in your 401k plan. They go over how to identify if you have after-tax money in your 401k plan as well as what your options are when you retire. They also go over some very specific tax planning strategies that can be implemented only if you have after-tax money in your 401k plan. So if you have 401k plan with after-tax money in it, be sure to listen to this episode by Michael and Rich
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Considering Roth conversions, but have questions? What is the best way to implement a Roth Conversion? How does that impact my social security?
When should you start claiming social security? Does it make sense to delay and do some tax planning? What social security strategy is right for you?