Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distributions (RMDs), and common mistakes to avoid. She also delves into the complexities of annuities, providing insights into their various types and how they can fit into a retirement strategy. Listener questions highlight the need for effective tax strategies and the importance of having a comprehensive financial plan.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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