52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use

Mitigating Tax Rate Risk: Our Approach and Strategies We Use

The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.