Jay & Barbara, Paralyzed Between Taxes Today and Taxes Tomorrow - Real Retirees The Financial Call

You can hide from taxes now or reduce taxes later. If you have retirement assets, you can't do both. Jay & Barbara are faced with this exact situation. In this Real Retiree episode, I review their options for preparing for a future tax hit. I explain how it is somewhat paralyzing as neither option feels great. I share their decision and my opinion...which were not the same!