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On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how potential higher inflation and taxes impact your retirement strategy. Christine believes we should be mindful of potential inflation and high taxes. A key point she makes is not waiting to implement tax-saving strategies. During this episode, she explains the value of tax-deferred accounts. Tax-deferred accounts blended with other financial vehicles could be beneficial to your financial strategy.
At Intelligent Investing, one of our unique factors is that we strive to minimize fees and that includes government fees. There are many planning opportunities, especially in the sweet spot years between retirement from an employer and when you start social security benefits. We love organizing our clients’ financial junk drawers, and we’d love to organize yours. To learn more about Intelligent Investing or to become our next intelligent investor, please visit investedwithyou.com.
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We’ll be interviewing Christine on several podcasts regarding retirement strategies, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.
