In this conversation, Kevin Sullivan and Robin Whitlock discuss the complexities of transitioning from a paycheck-based income to retirement income, emphasizing the importance of having a structured retirement plan. They delve into the behavioral aspects of financial management, the pitfalls of retirement tax traps, and the significance of estate planning. The discussion also covers the roles of wills and trusts in estate planning, as well as strategies for managing taxes in retirement, including Roth conversions and required minimum distributions (RMDs).

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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