In this episode of The Asset Preservation Hour, financial advisor Stewart Willis wraps up the tax season and shifts the focus to proactive tax planning and retirement saving strategies. Stewart discusses the future of tax brackets, sharing insights on potential changes and their implications for high earners.

Discover why raiding your 401(k) could be a costly mistake, learn the risks involved, from penalties and taxes to lost compound growth. Stewart sheds light on common pitfalls, including taking loans and early distributions from your retirement savings, and why your 401(k) should never serve as an emergency fund.

Stewart and host Spike Spengel also explore critical retirement decisions you must make, including what to do with your 401(k) when changing jobs, how to manage investment risk as you approach retirement, and the best timing for claiming Social Security benefits.

Packed with practical advice and eye-opening real-life examples, from the costly mistakes people make funding lifestyle choices, like vacations, with retirement savings, to understanding sequence-of-return risks, this episode is a must-listen for anyone serious about securing their financial future.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary Social Security analysis and portfolio review.