Previous Episode: Retirement Report Card

Kelley discusses withdrawal in retirement and breaks down the potential win and lose strategies.  What questions need to be answered in comprehensive retirement planning?  That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building.

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

California Wealth Advisors

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