Kelley discusses the impact of taxes on retirement and steps to counteract that impact.  She explains how withdrawals from retirement accounts and pensions can be taxed.  She also talks about the calculation of provisional income and how that can make your Social Security subject to taxation.  What are the milestone ages in your retirement journey?  Kelley goes over the important ages and even introduces a couple of new ones. 

You can reach Kelley Slaught by calling 800-838-8060.

California Wealth Advisors

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