Tax Strategies
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Tax Strategies
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About this listen
In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss essential strategies for retirees to manage their tax burdens and make informed financial decisions. They emphasize the importance of having a comprehensive income plan, understanding the implications of Roth conversions, and preparing for market corrections. The conversation also highlights the unique challenges faced by baby boomers as they transition into retirement, including the need for thoughtful planning and proactive management of assets. Listeners are encouraged to seek professional guidance to navigate these complexities effectively.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.