Thursday Feb 20, 2025

The Retirement Tax IOU

You've been saving for years in your retirement savings accounts, whether that's a 401(k), IRA, TSP or 403(b). But did you know you have a silent partner waiting for their share when it's time to start spending that money? This week, Laurel Steward and Corey Davis of Mattson Financial Services discuss the tax IOU that comes due in retirement and how you can help minimize that tax liability with prior planning. We'll also discuss IRMAA - what is it, and how it could impact your Medicare premiums. Submit your questions to your Money Mentors at www.MattsonFinancial.com

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2023 Gary Mattson

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