Mitigate the Tax Impact

Retire Right Radio with Paul Roberts

English - January 26, 2024 21:00 - 53 minutes - 48.8 MB
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Weston Lindeman offers strategies to consider to help lessen the blow of taxes in retirement. He cautions to use good strategies with your withdrawals and the selling of your assets. The conversation turns to planning for the “unexpected” in retirement such as kids returning home, caring for elderly parents, home and car maintenance, and health care expenses.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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