RETHINK Your California Retiremen...

RETHINK Your California Retirement Planning Strategy

Savvy Estate Planning por Jim Cunningham

Notas del episodio

Ready to retire in California? Enjoying retirement? Is your retirement income strategy optimized to keep you in the lowest bracket possible? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning and retirement planning guidance. Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution rather than accumulation, but income is crucial—so exactly how should investments be positioned? Most of us consider “Revenue efficiency” without giving enough thought to the “tax efficiency” of investment moves—even though taxes are one of our greatest expenses, especially in retirement! It’s a balancing act, since higher income and higher Required Minimum Distri ... 

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