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The Risks of Over-Saving in Qualified Plans

Author
Larry Kiser
Published
Tue 17 Dec 2024
Episode Link
https://omny.fm/shows/the-sage-investor/the-risks-of-over-saving-in-qualified-plans

Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

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