In this conversation, the hosts discuss the taxation of retirement income and the benefits of a tax-efficient strategy. They cover topics such as the taxability of social security benefits, pensions, and various types of income. They also highlight the advantages of a Roth IRA, including tax-free withdrawals and investment growth. The conversation emphasizes the importance of tax planning and offers a tax preparation service for retirees. Overall, the hosts aim to provide listeners with valuable information to optimize their retirement income and minimize their tax liability. The conversation covers various aspects of retirement planning, with a focus on bucket lists and how they fit into retirement goals. The hosts discuss the importance of defining a bucket list and understanding the budgetary constraints. The conversation concludes with an offer for a complimentary financial review.
For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-724-6608 or visit owprivatecapital.com.
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