In this episode of Conscious Dollars Radio, King McCray discusses the evolving landscape of retirement planning, particularly for affluent individuals. He emphasizes the need for updated strategies in light of changing estate tax laws, rising healthcare costs, and the importance of asset location. The conversation also covers the implications of the Secure Act 2.0, the potential impact of UK pension reforms on US regulations, and the challenges faced by Gen X business owners. Throughout the episode, King McCray highlights the necessity of proactive planning, including tax strategies and legacy planning, to ensure a secure financial future
If you would like more information when it comes to your overall retirement picture call Envision Wealth Management 800-463-4505 and set up an appointment with King McCray. You can also visit the website by clicking here.
financial planning, retirement, wealth management, financial literacy, inflation, , financial planning
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