New Focus on Wealth with Chad Burton : Can dividend income raise your effective rate? The ‘ticking tax time bomb’ is something retirees should plan around while they are still building wealth.

Wed, 3 July 2019

Can dividend income raise your effective rate? The ‘ticking tax time bomb’ is something retirees should plan around while they are still building wealth.

Can dividend income raise your effective rate? The biggest issue some people face in retirement is the ‘ticking tax time bomb’ of what their brackets might do once they hit the RMD period of their retirement. Could a possible solution be as simple as delaying retirement or contributing to a Roth instead of a pre-tax 401k? Other topics include:

Financially Preparing for marriage –Can your marriage survive money issues?
Money under 30

Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HERE to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Direct download: Chad_Burton_Podcast_7-3-1932k.mp3
Category:general -- posted at: 6:30pm PDT