John Agnew, CFA, CFP®, RICP®, CLU® John Agnew, CFA, CFP®, RICP®, CLU®

The Tax-Deferred Time Bomb

Large pre-tax retirement accounts create mandatory withdrawals that can push you into higher tax brackets, inflate Medicare premiums and create a tax burden for your heirs. Here's how to defuse it before it's too late.

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