In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act. Learn how to optimize your retirement planning, avoid common pitfalls, and prepare for a secure financial future.
Reach California Wealth Advisors at 800-810-8060.

A Rational Conversation on Annuities
56:05

Retirement Planning Beats Luck Every Time
56:07

Focus On the Retirement Plan: Not a Number
56:33