In this conversation, Chris Longworth  discusses the upcoming tax changes due to the Secure Act 2.0, emphasizing the importance of understanding the tax code and its implications for individuals over 50. He explores strategies for tax mitigation, including the benefits of Roth conversions and the impact of Required Minimum Distributions (RMDs) on tax brackets. The discussion also covers the significance of financial education in navigating these complexities, the interplay between healthcare costs and retirement planning, and the potential benefits and risks of reverse mortgages. The conversation concludes with a call to action for listeners to seek personalized financial advice.

 

Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit wealthdefender.com.

In this conversation, Chris Longworth&nbsp; discusses the upcoming tax changes due to the Secure Act 2.0, emphasizing the importance of understanding the tax code and its implications for individuals over 50. He explores strategies for tax mitigation, including the benefits of Roth conversions and the impact of Required Minimum Distributions (RMDs) on tax brackets. The discussion also covers the significance of financial education in navigating these complexities, the interplay between healthcare costs and retirement planning, and the potential benefits and risks of reverse mortgages. The conversation concludes with a call to action for listeners to seek personalized financial advice.
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Call Chris Longworth and the team at The Financial Education Group at 800-719-7917 or visit <a href="wealthdefender.com">wealthdefender.com</a>.

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 719-7917.

Chris Longworth and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, Chris reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 719-7917.

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