Taxes in Retirement
Kelley's Bull Market News with Kelley Slaught
English - March 08, 2024 20:00 - 56 minutes - 52 MBInvesting Business Education Self-Improvement 401k 403b california care invest medicare plan risk volatility wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Creating an Estate Plan
Next Episode: Your Financial Objectives
Kelley covers what is and isn’t taxable in retirement. She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA could be subject to taxation. She also discusses annuities and life insurance. She moves into the fun part of retirement with a conversation about defining your bucket list items and reminds listeners that she provides a good starting point at her website: www.californiawealthadvisors.com.
You can reach Kelley at 800-810-8060.
See omnystudio.com/listener for privacy information.