Planning for today’s retirees involves looking at possible tax changes in the future.  Kelley discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion.  Kelley closes by answering listener questions.   You can submit a question for Kelley to answer on the podcast by emailing [email protected]

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California Wealth Advisors

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