Part 2 - I'm 62 With $1.5 Million - Let's Take A Look At My Tax Plan

There's that moment when you're going into retirement and you realize that there are a lot of decision that you need to make, and those decisions will effect how long your money lasts. Let's talk about that moment and help you understand a few of the moving parts in the decisions you are going to make, like when to take social security, should you do a Roth Conversion, and can you save money on taxes.

00:00 Introduction
00:51 New Year Financial Decisions
02:53 Light Bulb Moment
06:03 The Cow and The Buffalo
08:53 Our Mission
10:45 Conclusion
11:12 Contact Us!

Hiring a Retirement Planner can give you more confidence going into retirement because they set you up with an Investment Plan, an Income Plan, a Tax Plan, a Healthcare Plan, and an Estate Plan. Helping you build your plan!

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The Retirement Income Show focuses on answering the BIG retirement questions you may have... Can I retire? How much income should I withdraw? How do I ensure my income lasts my entire life? How do I pay less tax in retirement? If something happens to me, will my family be ok? Tune in on Sundays at 12pm on AM 740, KTRH, to learn various solutions that could address your retirement concerns. Or click to hear more: https://click2retire.com/betterdecisions

Oak Harvest was named as one of Inc. 5000's fastest growing private companies. Beyond the application fee required for consideration, Oak Harvest does not provide or receive any compensation, direct or indirect, for any material published by Inc. 5000.

Do you need a retirement plan beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/lightbulbmoment