TEASE AFTER SOUND EFFECT

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.

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