America has a retirement problem

With retirement planning, the focus often falls on saving enough money for the golden years.

However, there's a lesser-known challenge that can significantly impact retirees' financial well-being: taxes. In this video, Anthony dives into the importance of strategic tax planning for retirement.

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.

0:00 - What killed retirement?
1:12 - The 'saver' danger
1:34 - Our clients' problem
4:05 - The solution

[xXdrjayXx]

What you see is not what you get! Why do they tax us if they can just print $$$?

[resterAnonyme]

The premise is wrong. That study was only 401K balances, it doesn’t include any IRA’s. I rolled over my 401K into an IRA when I left my last job. Now I have a low 401K balance but a significant IRA balance.

[romanhollow]

Ya think??? The examples are not typical.

[johnlittle]

The only way this works is if their spending is really low. If they take the withdrawals from the 401k's near the beginning and delay their social security, their tax bill is normally low without converting.

[July..]

Many people have 2 accounts or more from multiple employers.

[pensacola]

James and Emma are a lot younger than 63.

[edhcb]

If we were primary on a company provided pension system do you think millennials would not job hop every two years? 🤷🏻‍♂️

[frankt]

Death and Taxes is an upscale, sort of goth, bar in Reno, Nevada.

[scottsinnott]

This video is not relatable to most of us. As soon as I heard they had over 3 million, I started to lose interest.