In today's episode, Kevin dissects the infamous 4% rule and its applicability to diverse financial situations. While the rule provides a framework, Kevin emphasizes the need for personalized strategies tailored to individual circumstances, considering market dynamics and investment aggressiveness. Moreover, we explore the recent buzz surrounding Jeff Bezos' relocation to Florida for tax advantages, unraveling the complexities of tax planning for retirees. Discover how strategic tax maneuvers can safeguard your wealth and maximize legacy potential, shedding light on conversions, estate planning, and more. Want to meet with Kevin and discuss your income and tax future in retirement? CLICK HERE NOW ! See omnystudio.com/listener for privacy information.

Ver todos los episodios