The conversation covers various topics related to taxation in retirement, including the taxation of Social Security, pensions, interest-bearing accounts, stocks, bonds, mutual funds, traditional IRAs, 401(k)s, life insurance proceeds, savings bonds, annuities, and home sales. The conversation also explores the benefits and strategies of Roth IRAs, including contributions, conversions, withdrawals, and tax brackets. Additionally, Kristina emphasizes the importance of having a bucket list and incorporating it into retirement planning.
You can reach Kristina by calling 844-823-6387.
Powerful Legacy Insurance and Financial Services
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