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Understanding the Complexities of the Tax Code
Manage episode 436432474 series 3561343
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Ken Tumolo and Nick Tumolo discuss how an inherited retirement account can present tax problems, especially if the beneficiary is in their highest earning years. They highlight how the tax code is complex and difficult for individuals to navigate on their own.
To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com
Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
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