Kelley discusses the critical aspects of retirement planning, focusing on taxes, required minimum distributions (RMDs), estate planning, and strategies for managing income in retirement. She emphasizes the importance of proactive tax strategies, the role of trusts in estate planning, and the benefits of life insurance as a financial tool. Kelley also addresses listener questions about annuities, social security, and the importance of diversification in retirement portfolios.

 Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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