Episode 28 Taxes and Your Retirement (Part 2)

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 estate taxes, the widow’s tax and Roth conversions.

Interesting Reads

2024 Federal Estate Tax Exemption

Kiplinger: Don’t Let the Widow’s Penalty Blindside You.

Backdoor Roth IRA: What Is It and …

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

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 Kelly Racicot is the agency owner of Hometown Retirement Specialists, LLC. Neither Kelly or her company are affiliated or endorsed by CMS, Medicare, the Social Security Administration, or any government agency. Hometown Retirement Specialists, LLC does not offer every plan available in your area. The information we provide is limited to the plans we do offer in your area. Please visit Medicare.gov or call 1-800-MEDICARE to get information on all your options.

The preceding information does not constitute tax, legal or investment advice. All opinions and information shared in this episode is for informational purposes only and should not be acted upon with the assistance of a qualified and licensed professional. Guarantees mentioned are subject to the strength and claims paying ability of the insurance company and any mention of rates or performance are subject to change without notice. This podcast shall in no way be construed or interpreted as a solicitation to sell or offer to sell products to any residents of any state in which Kelly or her firm is not licensed or where otherwise legally permitted.

If you have questions about the show, Kelly or Hometown Retirement Specialists please visit us on the web @ your HRS agent.com