Preview Mode Links will not work in preview mode

 

 

Welcome to  "Ready, Set, Retire" - The Podcast! 

 Visit Steve's Website!

Join Steve every week for strategies you can use. Discover how you can have added financial confidence today – listen to Ready, Set, Retire Radio Saturdays at 6 a.m. on WXTK!

Dec 14, 2020

Regardless of how you feel about the election results, there’s a good chance your tax rates will be going up in 2021.  But IRA expert Ed Slott tells Yahoo Finance it’s up to you to decide by how much. I think we’d all like to “take control” of our tax rate – but how is that possible? 

Then, Market Watch says three-fourths of all investors manage their own finances.  But when you narrow it down to just the “wealthy” investors, two-thirds of them use a financial advisor.  So, the question is … do the wealthy use an advisor because they’re wealthy, or did the advisor help them become wealthy?