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Creating a Comprehensive Retirement Income Plan
Manage episode 439119733 series 3561339
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As we enter the fall season, it's important to prepare for potential changes and uncertainties in the fourth quarter. This week, JoePat Roop considers the impact of the upcoming election, potential tax increases in 2026, and the possibility of a recession. The conversation also explores the role of the 401(k) program in retirement planning, discussing its benefits and potential drawbacks. JoePat emphasizes the importance of having a comprehensive retirement income plan that takes into account individual goals, income needs, taxes, and legacy planning.
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