Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax planning for high-income earners and the benefits of diversifying retirement accounts. The conversation also covers income generation in retirement, the role of annuities, and common blunders to avoid in retirement planning.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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