Understanding the Transition from Pensions to 401(K)s

Описание: For decades, Americans relied on pensions for their retirement.

🏛 Then, in 1978, everything changed. The Revenue Act shifted responsibility from employers to individuals—and with that one legislative move, millions of Americans unknowingly became the CFO of their own retirement plan.

In this episode of the Texas Wealth Report, Brad Johansson and Summer Roberts unpack the shift from pensions to 401(k)s in America.

You’ll learn:
✔️ How the rules of retirement have changed—and keep evolving
✔️ The current tax environment retirees face and why this moment is historically unique
✔️ Why “having accounts” isn’t the same as having a comprehensive retirement plan
And much more!

Retirement lasts longer, costs more, and depends on strategies previous generations never had to consider. Understanding the rules—and knowing they can change—is essential.

📌 Want clarity instead of confusion?

A Texas Wealth Report offers a comprehensive look at taxes, income, risk, fees, and Social Security so every decision can be made with confidence.

🎯 Book your complimentary consultation below to help ensure you're covered.

—————TIMESTAMPS—————

00:00 – Intro
01:35 – The greatest trick ever played on retirees — the downfall of employer pensions
04:51 – Challenges to producing income in retirement and what can be done
08:10 – Request your very own Texas Wealth Report
12:03 – The less taxes you pay, the more money in your pocket
15:50 – The benefits of working with an independent firm
18:25 – Schedule a complimentary review
21:10 – Retirees today must forge their own path
25:40 – The fiduciary difference/ Outro


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Request a visit here: 👇🏻
https://impactpartnersfinancial.com/15-min...

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   / @impactpartnersfinancial  

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