In this conversation, Chuck Kaiten and Alan Kiefer discuss the taxation of retirement income and the importance of tax planning in retirement. They explore the different tax implications of traditional IRAs and 401Ks, as well as the benefits of Roth IRAs. They also discuss strategies for achieving tax-free income in retirement and leaving a tax-free legacy for heirs. The conversation concludes with a discussion on Roth contributions and income limits, as well as planning for retirement and bucket lists. In this conversation, they  discuss the importance of retirement planning and how to achieve the items on one's bucket list. They emphasize the need for a comprehensive plan that includes budgeting for travel and other experiences, as well as charitable contributions. They also stress the importance of setting realistic timelines and understanding economic cycles.

Call 800-779-3319 to get in touch with Alan Kifer & the team at (the 100% veteran owned and operated) Top Gun Financial Planning for more information or visit AlanKifer.com.

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