TEASE AFTER SOUND EFFECT

Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind.  She then moves into the different layers of income in retirement while also stressing the need to be properly diversified.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

Kelley opens with the strategies necessary to help ensure retirees go through that retirement transition from saving to distributing with confidence and peace of mind.&nbsp; She then moves into the different layers of income in retirement while also stressing the need to be properly diversified.
&nbsp;Reach Kelley at 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

The Transition From Accumulation to Distribution

In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.  Kelley shares insights to help listeners make informed decisions for a secure retirement.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses critical retirement planning topics including pension options, inherited IRAs, tax strategies, and the importance of personalized financial planning.&nbsp; Kelley shares insights to help listeners make informed decisions for a secure retirement.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Pension Choices and Inherited IRAs

In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses critical retirement planning strategies, including managing concentrated stock positions, inherited IRAs, and tax-efficient gifting. She emphasizes the importance of proactive planning to avoid costly mistakes and ensure a secure financial future.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Inherited IRAs: Rules and Strategies You Must Know

In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan.

800-810-8060

California Wealth Advisors

In this comprehensive episode, Kelley discusses essential retirement planning strategies, including early retirement considerations, homeownership decisions, spousal planning, and tax-efficient asset management. Perfect for those nearing or in retirement, this show offers expert insights to help you build confidence and craft a personalized financial plan.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

The Transition From Accumulation to Distribution

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Kelley's Bull Market News with Kelley Slaught

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