Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution.  They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving.  They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution.&nbsp; They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving.&nbsp; They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal 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 (800) 757-6062

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal 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 (800) 757-6062

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Wealth Over Taxes

First RMD Calendar Trap

Retirement timing is a major theme of this week's podcast.  Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year.  The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Retirement timing is a major theme of this week's podcast.&nbsp; Kevin and Robin explain why it is important to think about your retirement timing down to the month as opposed to the year.&nbsp; The conversation then moves to a discussion on the critical first five years of retirement and some of the risks to avoid including sequence of returns risk.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

Retirement Has a Calendar

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.

 

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.
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Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

The State-by-State Retirement Gap

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.

 

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.
&nbsp;
Reach out to Kevin and Robin at 800-757-6062 or<a href="https://www.infinitewealthadvisors.com/"> https://www.infinitewealthadvisors.com/</a>

First RMD Calendar Trap

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