Doug Andrew interviews Kent M. Christensen, CPA, CVA, Partner of Haynie & Company

 

The best advice for someone approaching retirement that has IRAs and 401(k)s

  • How planning withdrawals at 59 ½ gives you much more flexibility than deferring until 70 ½
  • Why a max-funded, tax-advantaged insurance contract can be a great retirement vehicle
  • Why IRAs and 401(k)s are not a tax efficient asset during retirement and for estate planning
  • How getting together a tax plan with a long-term vision is so much more effective than a short-term one year at a time approach


*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.