The Financial Game Plan Episode 002

In this episode of The Financial Game Plan, Kirk and Trevor Bergin with Bergin Financial Group discuss an important retirement planning question: how much of your 401(k) or traditional IRA is truly yours? Many retirement accounts are funded with pre-tax dollars, which means Uncle Sam may still have a claim when you begin taking withdrawals. That can affect your retirement income, Social Security taxation, Medicare premiums, and even the legacy you leave behind for your children. Kirk and Trevor also discuss Roth conversion strategies, inherited IRA rules, estate planning, probate, and why having a plan in place can help make things easier for your family down the road.