Wealth Over TaxesWealth Over Taxes
In this conversation, the hosts explore the role of AI in retirement planning, discussing its potential to replace human advisors and the limitations …194 clip(s)
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In this episode, Kevin Sullivan and Robin Whitlock discuss recent changes in retirement planning, including Roth catch-up rules, target date funds, and strategies for managing taxes and risk as you approach retirement. They also answer listener questions about maximizing retirement contributions and planning for a secure financial future.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
