Kelley covers what is and isn’t taxable in retirement.  She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA could be subject to taxation.  She also discusses annuities and life insurance.  She moves into the fun part of retirement with a conversation about defining your bucket list items and reminds listeners that she provides a good starting point at her website:  www.californiawealthadvisors.com.

You can reach Kelley at 800-810-8060.

California Wealth Advisors