Arguably one of the least understood risks facing American retirement savers today is Tax Risk. So, what is Tax Risk? Simply defined, it’s the risk of higher taxes in retirement and the uncertainty of changing tax brackets. Is there anything you can do to protect your clients? You bet, take a listen to my conversation with Becky Swansburg, CEO of Stonewood Financial and co-author of multiple books including the fantastic The New Holistic Retirement as we dive into Tax Risk.
