Kelley covers the approach you should take regarding tax strategies in retirement.  This includes connecting taxing with outflow as well as income, spending down traditional IRAs, and the consideration of Roth conversions and contributions.  She offers good spending habits to help stretch your retirement budget and then warns against advice from non-professionals.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

 

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