Steven England, President of Capstone Retirement, Interviewed on the Influential Entrepreneur Podcast Discussing Tax-Free Retirement Solutions [Video]

Steven England discusses tax-free retirement solutions

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions/

Steven Michael England, president of Capstone Retirement discusses tax-free retirement solutions. Steven shares insights into the common challenges faced by clients aged 60 to 75, highlighting that most of their retirement savings are held in pre-tax accounts such as 401(k)s and IRAs. He explains the implications of these accounts, especially concerning estate planning and tax burdens for heirs. The conversation emphasizes the importance of understanding the differences between pre-tax and tax-advantaged accounts, like Roth IRAs, and how to strategically navigate these to optimize retirement planning. Tune in to learn how to approach tax-free retirement solutions effectively.

Many retirees face challenging financial situations due to the substantial amounts of pre-tax retirement money they have accumulated throughout their working years. This includes funds in 401(k)s, IRAs, and 403(b)s, all of which are considered pre-tax money. While these accounts may seem significant on …