In this episode of 'The Truth About Money,' Jackie Selby  and Bruce Weinstein discuss the critical aspects of retirement planning, focusing on strategic tax planning, Social Security taxation, healthcare costs, and common retirement concerns. They emphasize the importance of understanding RMDs, the implications of Social Security taxation, and the need for a comprehensive financial plan that addresses healthcare expenses and potential long-term care needs. The conversation highlights the necessity of proactive financial strategies to ensure a secure and enjoyable retirement.

 

Reach out to Bruce at (800) 796-9912 or 

https://www.premierswplanning.com/

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