As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023.

But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (QCDs) to enhance your retirement planning and minimize tax liabilities. Learn how smart tax planning can lead to significant savings and a brighter financial future.

If you're concerned about paying high taxes or want to leave a lasting legacy for your heirs, this podcast offers valuable insights and tips. Join us for a thoughtful discussion on financial strategies to implement before the year-end, so you can start saving on January 1. For more details and personalized advice, visit Integrity Retirement Solutions at integrityretirementsolutions.com.

As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023.
But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (QCDs) to enhance your retirement planning and minimize tax liabilities. Learn how smart tax planning can lead to significant savings and a brighter financial future.
If you're concerned about paying high taxes or want to leave a lasting legacy for your heirs, this podcast offers valuable insights and tips. Join us for a thoughtful discussion on financial strategies to implement before the year-end, so you can start saving on January 1. For more details and personalized advice, visit Integrity Retirement Solutions at <a href="https://integrityretirementsolutions.com/">integrityretirementsolutions.com.</a>

When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list?  Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan.  When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few.  It’s important to educate yourself and to work with a professional. Welcome to Kevin’s podcast, “Retirement Talk with Kevin Bock”!  

Join Kevin for his weekly radio show, "Retirement Talk with Kevin Bock" Saturdays @ 9:30am on Talk Radio 1320 WJAS!

Retirement Talk with Kevin Bock

If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his 3 decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It’s important to educate yourself and to work with a professional.

Connect with Kevin and his team on their website or on social media: Facebook and LinkedIn.

If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his 3 decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It’s important to educate yourself and to work with a professional.
Connect with Kevin and his team <a href="https://integrityretirementsolutions.com/">on their website</a> or on social media: <a href="https://www.facebook.com/IntegrityRetirementSolutions/">Facebook</a> and <a href="https://www.linkedin.com/in/kevinebock/">LinkedIn</a>.

Advertisement