Money Matters with Deb & Laurie

Tax Strategies


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In this episode of Money Matters, the hosts discuss essential strategies for retirees to manage their tax burdens and financial planning. They emphasize the importance of understanding tax implications on retirement income, the need for diversified income streams, and the impact of market corrections on retirement savings. The conversation also covers common retirement questions, including the benefits of Roth conversions and the significance of easing into retirement rather than making abrupt changes.

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https://www.gvcpleasantgrove.com/money-matters-radio-show

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Money Matters with Deb & LaurieBy Deb Christensen & Laurie Hancock