In this episode, Alan Kifer discusses the critical tax issues retirees face, emphasizing that many retirees have a tax problem rather than a money problem. He outlines strategies for reducing tax burdens, including the importance of Roth conversions and planning for economic corrections. The conversation also highlights the unique challenges faced by baby boomers as they navigate retirement, including the need for long-term care planning and asset protection. Alan stresses the importance of having a comprehensive financial plan that focuses on guaranteed income and tax efficiency.
Reach Alan at 800-779-3319.
Support the show: https://www.alankifer.com/
See omnystudio.com/listener for privacy information.
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