052. Navigating Tax Challenges in Retirement
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052. Navigating Tax Challenges in Retirement
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Barry Watts and Ralph Hipp dive into retirement planning essentials, from managing capital gains with 1031 exchanges and opportunity zones to preparing for Social Security’s projected depletion by 2033. Barry emphasizes comprehensive income plans, stress testing, and staying organized with financial records. The discussion also covers life insurance, long-term care planning, and the advantages of consolidating retirement accounts—reminding listeners that proactive, holistic planning is key to financial security.
Get Watts On Wealth the Book: https://a.co/d/bETW4aY
Website: https://wealthcarecorp.com/
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Click the link to listen now: https://pod.link/1737485633
Be sure to listen to Watts on Wealth with Barry Watts every Sunday at 8:30am on Springfield’s Talk 104.1 FM
- 052. Navigating Tax Challenges in Retirement -
“Thank you for Listening” - J. Barry Watts
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