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You and the IRS

You and the IRS

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In this episode of Wealth Over Taxes, Kevin Sullivan and Chip Detty discuss the complexities of retirement planning, focusing on the often-overlooked tax implications of Social Security, Required Minimum Distributions (RMDs), and inheritance. They emphasize the importance of proactive tax planning and comprehensive income strategies to ensure a secure retirement. The conversation also covers the impact of the Secure Act on estate planning and the benefits of using life insurance as a wealth transfer tool. Listeners are encouraged to consider their options carefully, especially when it comes to managing inherited properties and planning for unexpected expenses in retirement.

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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