In this episode of Retirement Compass, hosts Dave Perkins and Tim Kulhanek discuss the complexities of retirement planning, emphasizing the importance of early preparation and the potential challenges retirees face. They explore the significant wealth transfer from baby boomers to younger generations, the implications of taxes and required minimum distributions (RMDs), and the necessity of long-term care planning. The conversation highlights the need for personalized financial strategies to navigate these issues effectively. Call Stonebridge at 866-295-5146 for a free consultation on your retirement goals and needs.
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