Saving money in an employer based retirement plan is something most Americans are able to do - to the tune of $19 trillion plus as of 2020. But there are lots of decisions to be made when the time comes to distribute that money in retirement. Mindy and Nolan discuss some of these, especially as it revolves around tax efficiency, and ways you can keep more of that money for yourself instead of handing it off to Uncle Sam.
Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
