The Top Gun Retirement Show dedicates an episode to veterans and their families, discussing how to have a brighter retirement journey. The five optimal decisions for veterans include ensuring income, insuring assets, reviewing healthcare plans, reducing taxes, and updating estate planning documents. The show emphasizes the importance of a candid conversation to understand individual circumstances and goals. The hosts also discuss healthcare options for veterans, including TRICARE, VA Health Care, Federal Employees Health Benefits, and Medicare.. The conversation then shifts to the topic of tax-efficient retirement planning, with a focus on the benefits of tax-free investments and Roth conversions. The hosts emphasize the need for proactive tax planning and taking advantage of the current low tax rates. The conversation concludes with a Q&A session, addressing topics such as loan repayments in 401(k) calculations, managing inherited stock, and tax implications of withdrawals from non-tax deferred accounts.

Call 800-779-3319 to get in touch with Alan Kifer & the team at (the 100% veteran owned and operated) Top Gun Financial Planning for more information or visit AlanKifer.com.

 

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