If you’re planning to pass on wealth to your children, have you had a conversation with them about it?  A new study (by Ameriprise) found that less than 20% of parents have been transparent, and only one in four in that category have introduced their heirs to a financial advisor.  At what point should parents have “the talk” with their kids?

Then, do you think you pay too much in taxes … or too little?  That’s a trick question because we all pay too much!  But IRA expert Ed Slott tells The Motley Fool that’s our own fault! Bottom line, “the more you plan, the more you keep.”  Hear how Kevin can help you minimize your taxes in retirement, possibly even creating a tax free retirement and the cherry on top - having income for life! 

Call Kevin today for a customized Income Plan and Tax Analysis!