Episode 27 Show Notes
Episode 27 Taxes and Your Retirement
Paying income taxes is part of life, but good tax planning in retirement can go a long way to making your money last longer. On this week’s episode Kelly talks about how your tax situation can change in retirement and how good tax planning can benefit both you and your heirs.
Interesting Reads
How the Secure Act affects your heirs
Kelly is the agency owner of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare.
If you have questions about topics discussed on the show or if you’d like to learn more about Kelly and Hometown Retirement Specialists check out www.yourHRSagent.com
Get in touch
Email info@yourhrsagent.com
or call 814-419-8424
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