Kelley breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  She also provides an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress.   She also answers listener questions.


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


California Wealth Advisors

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