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Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies.  She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums.  Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

 

 

 

 

Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies.&nbsp; She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums.&nbsp; Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust.
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>
<a href="https://www.yourpowerfullegacy.com">www.yourpowerfullegacy.com</a>
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Kristina Ping-Kepperling provides vital information on proper retirement planning.  The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."  These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Kristina Ping-Kepperling provides vital information on proper retirement planning.&nbsp; The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."&nbsp; These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.