Kelley discusses essential strategies for retirees to manage their tax burdens, navigate market corrections, and make informed decisions for a smooth retirement. The conversation covers the importance of understanding tax implications, the benefits of Roth conversions, and the significance of passive income streams. Kelley also addresses common listener questions regarding retirement income and investment portfolios, emphasizing the need for personalized financial planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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