Having all Tax-Deferred Retirement Savings

Original Air Date: October 14, 2023

Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. 

Read the Article: https://www.henssler.com/are-you-prepared-for-the-tax-implications-of-your-retirement-savings