If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't make such an impact in the year that you sell.

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On this week's show:

• We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious going into the new year?
• Will taxes on your Social Security be eliminated? And is that a good thing?
• Deferring Taxes: Lessons from Baseball Contracts
• The Tug of War: When to Retire
• Even Republicans and Democrats can agree there is a crisis in 4 areas of retirement.

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The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both.

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On this week's show:

• The implications of the recent election results on retirement planning, tax changes, and interest rates.
• What is the Great Wealth Transfer and why is your financial advisor not happy about it?
• The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
• Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?

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Finding a financial advisor is probably the most important step in getting ready for retirement. We have a list of 8 things you can do before you find your advisor.

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On this week's show:

• Worried about the stock market after the election?
• Developing your own personal pension.
• 8 things to check off your list before retirement.
• The advantages of choosing an independent financial advisor.

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Charisse sits down with Sheriff Billy Woods to talk about the importance of the 1% and half penny sales tax referendum for public safety in Marion County and how this funding will support law enforcement, fire departments, and emergency services, while also addressing the need for improved infrastructure and school safety. 

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On this week's show:

• Why does Marion County need to make the current tax structure permanent? Charisse interviews Sheriff Billy Woods. 
• How could your retirement be impacted by the election? 
• Charisse does a side-by-side comparison of the candidates.

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Charisse Rivers discusses the implications of the upcoming election on retirement planning, focusing on key issues such as tax policies, social security, and corporate tax rates. She highlights the differing views of the presidential candidates on these topics and how they may affect retirees and pre-retirees.

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On this week's show, Charisse Rivers takes a look at the election and it's potential future effects on your retirement as it relates to taxes, social security and Medicare. 

Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

See omnystudio.com/listener for privacy information.