Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently.
Read more and get additional financial resources here: https://financialplanningva.com/what-are-the-missed-opportunities-in-your-financial-plan/
What we discuss on this episode:
0:15 – Do you assume you’ll owe taxes on withdrawals from 401(k)?
2:03 – Do you think tax rates are going up?
4:46 – Why do people miss the opportunities available?
5:42 – Check up on what your options are to put yourself in the best position.