Taxes in Retirement-Roth IRA-Risk in Retirement

Kelley's Bull Market News with Kelley Slaught

English - April 08, 2022 21:00 - 47 minutes - 43.4 MB
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Previous Episode: Crypto in Retirement-Never Too Late-The New Retirement

Next Episode: Inflation-Decumulation-5 Point Checkup

Taxes follow you into retirement. How do you make sure you pay only your fair share? Kelley addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation. She stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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