Retirement Planning

In this episode of Wealth Over Taxes, Kevin Sullivan and Robin Whitlock discuss the multifaceted aspects of retirement planning, including the emotional and financial transitions into retirement, the importance of understanding risk tolerance, advanced tax strategies like Roth conversions, and the implications of starting a business in retirement. They also address listener questions about optimizing withdrawal strategies and charitable distributions, emphasizing the need for a comprehensive financial plan.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.