Tatyana Bunich discusses the critical tax issues retirees face and offers strategies to mitigate tax burdens. She emphasizes the importance of comprehensive financial planning that integrates tax strategies, investment management, and estate planning. The conversation covers the benefits of Roth conversions, the impact of market corrections on retirement income, and the significance of understanding sequence of returns risk. Tatyana also answers listener questions about Social Security and home equity, providing insights into effective retirement planning. Call 888-843-0143. Visit F1 Wealth to learn more.

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