Case Study: Having all Tax-Deferred Retirement Savings

<p>Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. </p><p>Read the Article: <a href='https://www.henssler.com/are-you-prepared-for-the-tax-implications-of-your-retirement-savings'>https://www.henssler.com/are-you-prepared-for-the-tax-implications-of-your-retirement-savings</a> </p>