• The Best of Refining Retirement Podcast - Upcoming Expenses

  • Feb 17 2025
  • Durée: 25 min
  • Podcast

The Best of Refining Retirement Podcast - Upcoming Expenses

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  • Résumé

  • Dana and Brad discuss the current real estate market as well as the importance of tax diversification. Takeaways:

    • A house is only worth what someone in the market is willing to pay for it.


    • When the 2017 Tax Cut Act sunsets at the end of 2025 taxes will revert to their previous rates.


    • With the prospect of taxes raising in the future, tax diversification is even more important to your retirement plan.


    • Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement?”


    Our firm does not offer tax or legal advice. Contact your tax or legal advisor regarding your situation. Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
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