The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.

The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.

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

Your 401(k) Tax Bill and the Income Plan Behind Retirement

TEASE AFTER SOUND EFFECT

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.  She also discusses building a plan that will give you confidence in your retirement spending.

 800-810-8060

California Wealth Advisors

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.&nbsp; She also discusses building a plan that will give you confidence in your retirement spending.
&nbsp;800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Confident Retirement Spending

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.

800-810-8060

California Wealth Advisors

In this episode, Kelley discusses the critical aspects of retirement planning, including beneficiary designations, handling unexpected expenses, and making smart decisions for a secure financial future. Kelly shares insights on how to prepare for life's surprises and optimize your retirement strategy.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Your Beneficiary Form Has a Job

Kelley talks about your retirement target date by not just the year but rather the month.  She explains the importance of being very precise on when you retire in order to implement the best strategies.  She also looks at risks to avoid during the first five years of retirement and then moves into a discussion on inherited IRAs.

800-810-8060

California Wealth Advisors

Kelley talks about your retirement target date by not just the year but rather the month.&nbsp; She explains the importance of being very precise on when you retire in order to implement the best strategies.&nbsp; She also looks at risks to avoid during the first five years of retirement and then moves into a discussion on inherited IRAs.
800-810-8060
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Your 401(k) Tax Bill and the Income Plan Behind Retirement

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Kelley's Bull Market News with Kelley Slaught

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