Plan "B" Working Longer
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Plan "B" Working Longer
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About this listen
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Widlock discuss the importance of early retirement planning, the challenges retirees face, and the significant wealth transfer expected from baby boomers. They emphasize the need for strategic planning to manage taxes, especially with required minimum distributions (RMDs) and the implications of the Secure Act on inheritance. The hosts also address listener questions about blended families, long-term care insurance, and Social Security strategies, highlighting the importance of personalized financial advice.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
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