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Your Family And Your Retirement

Oct 22, 2020

After discussing simple things that make us happy, we spotlight a vitally important topic that doesn’t typically make us happy… but can when empowered with the right information: Taxes and your investment portfolio. A lot has changed since Reagan’s tax cuts in 1986 lowered the top income tax rate from 50% to 28%. Over time congress has increased our top rate to 37%. Bearing in mind that more increases are heading our way for various reasons, Abe breaks down the steps you can take today to be more tax efficient and informed about your money for retirement. This episode is helpful for both DIY investors and those that have a financial advisor.