Jody and Marni dive deep into the complex world of taxes and retirement. They explore the shifting dynamics of retirement account funding, notably the transition from pensions to Individual Retirement Accounts (IRAs), and the impact of state income tax on retirement income and how it can influence retirement planning. 

Later, Eli, a fintech investor from Treasury, sits down with Jody and reflects on his time as a founder at the innovative retirement planning tech company. Betterment tackles the pressing issue of senior citizen poverty and the risks of relying solely on social security for retirement. They break down the factors to consider when choosing between Roth and Traditional IRAs and the potential risks and rewards of including cryptocurrency in retirement plans. Lastly, Jody and Eli discuss the recent legislation that benefits student loan borrowers. 

Join us for an enlightening discussion about taxes and retirement.