The years before retirement offer a chance to look closely at how the pieces fit. Robin Whitlock joins Dave Perkins to discuss tax planning and the difference between owning a valuable home and having the flexibility to fund retirement.

Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. Wealth Over Taxes.

The years before retirement offer a chance to look closely at how the pieces fit. Robin Whitlock joins Dave Perkins to discuss tax planning and the difference between owning a valuable home and having the flexibility to fund retirement.Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. <a href="https://wealthovertaxes.com/">Wealth Over Taxes</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

Robin Whitlock discusses pre-retirement tax strategy and being house-rich in retirement.

The Retirement Red Zone: Taxes, Timing and Your Home

Kevin Sullivan and Dave Perkins discuss planning ahead for required minimum distributions rather than waiting for the first required withdrawal. They connect those decisions to Social Security claiming and the tax questions surrounding retirement accounts.

Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. Wealth Over Taxes.

Kevin Sullivan and Dave Perkins discuss planning ahead for required minimum distributions rather than waiting for the first required withdrawal. They connect those decisions to Social Security claiming and the tax questions surrounding retirement accounts.Call 800-757-6062 or text IWA to 600-700 for a no-cost second-opinion review. <a href="https://wealthovertaxes.com/">Wealth Over Taxes</a>.

Kevin Sullivan discusses planning for required minimum distributions, Social Security decisions and retirement-account taxes.

Plan for RMDs Before the First Withdrawal Is Due

A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.

A convincing security warning can pressure someone into moving their own money to a scammer. Kevin Sullivan, Robin Whitlock and Dave Perkins discuss why these schemes can fool experienced investors, then consider how downsizing decisions and a trusted advisory relationship fit into retirement planning. Call Infinite Wealth Advisors at 800-757-6062 or text IWA to 600-700 to begin a conversation.

Retirement Scams: When a Fake Bank Warning Becomes a Real Loss

Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.

800-757-6062

or text IWA to 600-700

Infinite Wealth Advisors

Kevin discusses the critical aspects of retirement planning, including the contingency planning for losing a spouse, exit strategies for 401(k)s, and fee transparency. This episode provides valuable insights to help you prepare for life's inevitable transitions and make informed financial decisions.
800-757-6062
or text IWA to 600-700
<a href="https://infinitewealthadvisors.com">Infinite Wealth Advisors</a>

The Retirement Red Zone: Taxes, Timing and Your Home

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