Is Your IRA or 401(k) a Ticking Tax Bomb in Disguise?
Originally broadcast on January 12, 2013, on 1380 KTKZ in Sacramento.
In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff is joined by Ed Cotney for a discussion about retirement accounts and the potential tax consequences that can build up inside traditional IRAs and 401(k) plans.
The program looks at why tax-deferred retirement savings can create future tax exposure, how distributions may affect a taxpayer’s overall financial picture, and why retirement planning should consider both investment growth and the eventual tax cost of taking money out.
TaxSense combines practical tax guidance, retirement and financial planning, IRS issues, and real-world commentary designed to help listeners better understand how tax rules affect long-term financial decisions.
This episode has been restored from the surviving original broadcast recording and is presented as part of the TaxSense historical archive.
Creators and Guests
Host
Owen Arnoff
Owen S. Arnoff, EA, NTPI Fellow, is a tax practitioner, educator, and industry thought leader focused on tax planning, practitioner judgment, and professional education. An Enrolled Agent since 2008 and an NTPI Fellow since 2011, Owen has worked across taxation, financial services, business ownership, insurance, investments, real estate, and advisory practice over a career spanning more than four decades. He is the creator of 1040.guru, a practitioner-focused tax-planning platform, and the publisher and host of Tax Practitioner Intelligence, a media and publishing series built around real cases, better questions, authority-grounded analysis, implementation, and professional judgment. Owen was the host of TaxSense: Keeping What’s Yours, a Sacramento-based tax and financial radio program broadcast on 1380 KTKZ during 2012–2014. The restored TaxSense archive preserves those historical programs as part of his broader work in tax education and public communication.
