Parker opens with the five important pillars necessary in a retirement plan. They are planning for income, taxes, investments, healthcare costs, and estate planning. He then covers changes that are coming in 2026 including the extension of the 2017 tax rates, Medicare Part B projected cost hike, higher estate tax exemption, and the mandatory Roth catch-rule. Parker then moves into a comprehensive discussion on decumulation.
Reach Parker at 877-359-1979.
Capital Financial Advisory Group
See omnystudio.com/listener for privacy information.
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