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Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Kelley addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  She stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

Taxes follow you into retirement.&nbsp; How do you make sure you pay only your fair share?&nbsp; Kelley addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.&nbsp; She stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.
You can reach Kelley Slaught by calling 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.

Kelley's Bull Market News with Kelley Slaught

Taxes in Retirement-Roth IRA-Risk in Retirement

Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

Kelley answers questions from listeners about various financial topics such as real estate, creating income in retirement, long-term care, pensions, taxes, and annuities. Kelley provides insights and advice tailored to each individual's situation, emphasizing the importance of having a comprehensive plan and diversifying investments. She also highlights the benefits of working with California Wealth Advisors and the various programs they offer to help clients achieve their financial goals. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Financial Questions

Kelley discusses the importance of mitigating inflation risks and strategically choosing investments for retirement. She introduces her proprietary process, M.A.S., which stands for Market, Alternatives, Safe strategies.  Kelley emphasizes the need for diversification and downside protection, especially as retirement approaches. She also highlights the benefits of working with a professional wealth manager who can offer a wide range of investment options and tax strategies. 

Reach California Wealth Advisors at 800-810-8060.

California Wealth Advisors

Kelley discusses the importance of mitigating inflation risks and strategically choosing investments for retirement. She introduces her proprietary process, M.A.S., which stands for Market, Alternatives, Safe strategies.  Kelley emphasizes the need for diversification and downside protection, especially as retirement approaches. She also highlights the benefits of working with a professional wealth manager who can offer a wide range of investment options and tax strategies. 
Reach California Wealth Advisors at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Inflation in Retirement

Financial health is important for overall well-being as it impacts mental and physical health.  Kelley explains how many Americans experience anxiety and stress related to personal finances, which can have negative effects on their overall health. To achieve financial health, it is important to have peace of mind, manage spending habits, save for emergencies, and have a professional financial advisor to guide you. Debt is a major contributor to poor financial health and can have long-term impacts on your financial journey.  Kelley shifts to annuities and how they can be a tool for income stability in retirement, but cautions that it is important to understand the different types and fees associated with them. Tax planning is crucial for maximizing savings and minimizing tax liabilities in retirement.  Kelley discusses proactive tax strategies for retirement accounts and offers advice on managing taxes in retirement. 

Reach Kelley at 800-810-8060.

California Wealth Advisors

Financial health is important for overall well-being as it impacts mental and physical health.  Kelley explains how many Americans experience anxiety and stress related to personal finances, which can have negative effects on their overall health. To achieve financial health, it is important to have peace of mind, manage spending habits, save for emergencies, and have a professional financial advisor to guide you. Debt is a major contributor to poor financial health and can have long-term impacts on your financial journey.  Kelley shifts to annuities and how they can be a tool for income stability in retirement, but cautions that it is important to understand the different types and fees associated with them. Tax planning is crucial for maximizing savings and minimizing tax liabilities in retirement.  Kelley discusses proactive tax strategies for retirement accounts and offers advice on managing taxes in retirement. 
Reach Kelley at 800-810-8060.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Taxes in Retirement-Roth IRA-Risk in Retirement

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