On the MoneyOn the Money

Mastering Retirement Tax Strategies

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On the Money

Retirement shouldn’t feel like a guessing game. On the Money with Jay Dorso helps listeners cut through the noise about Medicare, Social Security, and 
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Jay discusses various aspects of retirement planning, focusing on tax strategies, Medicare implications, and the importance of understanding Social Security. He emphasizes the need for proactive planning, especially regarding Roth conversions and the impact of federal debt on tax strategies. The discussion also covers the complexities of healthcare billing and the importance of communication with insurance companies. Jay provides insights into creating a tax-diversified income strategy and answers listener questions about retirement planning.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com

 

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On the Money

Retirement shouldn’t feel like a guessing game. On the Money with Jay Dorso helps listeners cut thro 
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