On this episode of The Retirement Huddle podcast, we’re answering your mailbag questions. Let’s jump into it.
Charles was offered a new job with a higher salary, but the health insurance isn’t nearly as good. If he leaves, he will also lose a portion of his 401k that he’s not vested in. How can he make this career decision?
The fact that Charles is considering all the options is very wise. We need to do some math and address the emotional side of this question.
The new job pays more, but maybe you’ll have to work more hours or have a worse work-life balance. We don’t know the answer to that.
As advisors, we can give you advice and help you make a good career decision.
Laura owed more than $5,000 to the feds after filing her 2021 taxes. What can she do to not owe as much next year?
If we look at your previous returns, we can tell you. We have a tax expert on staff who’s ready to help you save money next year and in the years to come.
Albert’s daughter is getting married in the next year, and it will be relatively small. Most of his savings is in retirement accounts, and he doesn’t want to pay a lot of taxes to withdraw money. What can he do?
Weddings can be expensive, but you don’t have to break the bank. You can find some reasonable venues that don’t cost too much.
Listen to the full episode or use the timestamps to jump to a specific section. Thanks for listening! We’ll be back for another show every other Thursday.
1:00 – Career moves
4:10 – Taxes
6:45 – Marriage costs