The Lifetime Income Series: Avoiding Retirement Tax Traps – Tips for Highly Compensated Execs

Special Guest: Alison Farrin, President at Innovative Pension Strategy & Design

This week Jim and Cathlyn continue to discuss tax planning for retirement. The focus this week is on highly compensated executives who may have multiple deferred compensation programs. If not handled properly, retiring executives can find themselves in a permanent tax trap. They use a case study to illustrate some of the strategies to avoid a retirement tax trap. The guest this week is Alison Farrin, CPC & QPA, who will discuss deferred compensation options with Jim.

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