by Ryan Shumaker, The Retirement Team | Mar 10, 2023 | Blog
At The Retirement Team we are big fans of the saying, “Give to Caesar his due, but not a dollar more!”, which is why at our firm we focus on helping clients create tax efficient retirement plans and portfolios. With tax filing season upon us, we thought we’d share a...
by Ryan Shumaker, The Retirement Team | Mar 1, 2021 | Blog
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from this new way of distributing retirement accounts are...
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