Can Your Pension Trigger a Retirement Tax Bomb?

If you’ve listened to any of the Retire Your Way with ILG Financial Podcast episodes, you’ve heard us repeat the phrase “you don’t know what you don’t know”. This couldn’t be truer than in this rising tax environment, especially when you are moving towards retirement where your income, expenses, etc. are changing. On this episode, Dave walks you through an example of a couple that for all intents and purposes, thought they were set up pretty well for retirement, and then see how much was going on behind the scenes that they were not aware of.
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ILG Financial helps people retire securely, protect their nest-eggs, send grandchildren to college, take trips of a lifetime, and live life on their terms. And that's because ILG stands for Income, Legacy, and Growth, and it's the foundation of everything we do.