In this conversation, Kevin Sullivan and Robin Whitlock discuss the taxation of retirement income and the advantages of Roth accounts. They emphasize the importance of tax planning in retirement and the need to consider the tax implications of different sources of income. They also highlight the benefits of Roth contributions and distributions, including tax-free growth and the ability to pass on assets to heirs without income taxes. The conversation concludes with a discussion on incorporating bucket list items into overall life planning. In this conversation, Kevin and Robin discuss the importance of planning for retirement and creating a bucket list. They emphasize the need to define and prioritize goals, both quantitative and qualitative, in order to create a comprehensive retirement plan. They also address common concerns such as the amount of money needed for retirement and the potential impact of inheritance. The conversation highlights the importance of personalized planning and the role of financial advisors in helping individuals navigate their retirement journey.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.