On this episode of the Retirement Roundtable Podcast, the conversation covers various strategies and opportunities to protect oneself from the expiration of the Trump tax cuts. John Scallan and Jordan Scallan discuss minimizing taxation of social security, pulling required minimum distributions, and strategies for pulling income from tax-qualified retirement plans. Their conversation also explores the benefits of Roth IRAs and the increasing popularity of Roth strategies. Other topics include asset allocation, the importance of having after-tax savings, and the three stages of retirement. They also touch on the expenses of medical care during retirement and the role of annuity contracts in supporting the surviving spouse. For more information, please visit <a href="https://cypressfinancial.net/">www.CypressFinancial.net</a>!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Creating an Action Plan for Financial Goals

At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, our podcast helps address the concerns you may have about your financial future, such as

Will I be able to retire early?
How much money will I need to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I best position my investments?
What kind of insurance might I need?
How can my children get the most out of my estate?
What do I need to know about wills, trusts, and probate?

Learn more about our practice: https://cypressfinancial.net/about/