Building a Meaningful and Tax-Efficient Legacy

20/08/2024 19 min
Building a Meaningful and Tax-Efficient Legacy

Listen "Building a Meaningful and Tax-Efficient Legacy"

Episode Synopsis

Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement.    CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAYSee omnystudio.com/listener for privacy information.