Alan Kifer discusses the complexities of retirement planning, focusing on tax strategies, the implications of Social Security, and the importance of estate planning. He emphasizes the need for proactive tax management, understanding the widow's tax bracket, and the significance of using life insurance as a tax shield. The discussion also covers the Secure Act and its impact on wealth transfer, as well as the concept of treating retirement as a business to ensure financial stability.

Reach Alan at 800-779-3319.

Top Gun Financial Planning

www.alankifer.com

 

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