In this conversation Kristina discusses retirement saving strategies, with a focus on Roth accounts and conversions. She emphasizes the importance of considering future tax changes and the potential impact on retirement income. Kristina also explores proposed changes to Social Security and the evolution of the program over the years. She highlights the significance of proactive tax strategies and the role of taxes in retirement planning. Overall, the conversation provides valuable insights into optimizing retirement savings and navigating the complexities of the tax system.
You can reach Kristina by calling 844-823-6387.
Powerful Legacy Insurance and Financial Services
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