In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss essential strategies for planning retirement income, including calculating expenses, understanding Social Security benefits, and avoiding common financial mistakes that baby boomers make. They emphasize the importance of a comprehensive retirement plan that considers longevity, tax implications, and real estate strategies to maximize wealth and minimize taxes. In this episode, Gary Nolan, along with advisors Kevin Sullivan and Robin Whitlock, delve into the complexities of real estate taxation and retirement planning. They discuss various strategies to minimize tax liabilities for real estate owners, including the taxation of rental income, capital gains, and the implications of selling property. The conversation also covers the importance of planning for tax-efficient withdrawals from retirement accounts and addresses listener questions about restricted stock units and other financial strategies. The advisors emphasize the need for comprehensive planning to navigate the intricacies of taxes and investments effectively.
Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/
See omnystudio.com/listener for privacy information.
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