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Kelley answers vital retirement questions ranging from FRA for Social Security to Roth strategies and from contribution limits to tax considerations. She then dives into five critical components of retirement financial planning. They are investment, tax, and income strategies, estate planning, and healthcare planning.
You can reach Kelley Slaught at 800-810-8060.
California Wealth Advisors
See omnystudio.com/listener for privacy information.
Kelley answers vital retirement questions ranging from FRA for Social Security to Roth strategies and from contribution limits to tax considerations. She then dives into five critical components of retirement financial planning. They are investment, tax, and income strategies, estate planning, and healthcare planning.
You can reach Kelley Slaught at 800-810-8060.
California Wealth Advisors
See omnystudio.com/listener for privacy information.
3,201 Listeners