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/

The State-by-State Retirement Gap
53:48

The Senior Deduction Filter
53:42

The Number Isn’t the Plan
53:51