RRA Educational Resources/Podcast/Why Your Retirement Needs More Than Tax-Deferred Accounts With Larry DeLegge

Summary

For a while, stockpiling your retirement funds into tax-deferred accounts worked. After pension slowly faded and retirement became less employer-sponsored, self-funded retirement has been the standard for decades now. IRAs and 401(k)s have become a staple for traditional retirement plans--contributing to these accounts with pre-tax dollars in hopes that when you retire and withdraw tax rates would be lower than in your working years. Now, currently, taxes are at a historic low, but are set to increase at the sunset of 2025. And experts like David M. Walker have said that for many reasons taxes likely will double. This week Dave hosts Larry DeLegge, Vice President of Business Operations of David McKnight and Company, to discuss how to approach the tax rate risk you will unfortunately experience in your retirement. During this episode you will learn: why tax rate risk destroys even well-planned retirements why tax rates are bound to increase drastically as soon as 2030 why tax-deferred accounts should not be your only account you use for retirement strategies to combat tax rate risk

Transcript

Transcript Pending

Check out more Events & Webinars below:

Friday, March 07, 2025

Long-Term Care: A Time Bomb For Your Retirement

Friday, March 07, 2025

Tax Planning and Retirement: What Practitioners and Retirees Need to Know

RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902

logo.png

CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​​Text us at: 1 (307) 264-2902

RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.

logo.png

© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.