How to Retire Confidently- and Save on Kentucky Taxes

Are you afraid of running out of money in retirement? In this episode of the Retirement Matters Podcast, Dale Smothers tackles that fear head-on- and share why having the confidence to actually spend what you've saved is just as important as saving it in the first place. Plus: a Kentucky-specific tax strategy every retiree should know about- the state retirement income exclusion. If you live in Kentucky, this could save you real money. Not in Kentucky? Many other states offer something similar, and RDS Wealth Management works with clients nationwide to find the strategies that fit your state and situation.   Want to know how the homestead exemption and other tax strategies apply to your own retirement plan? 📞 270.600.PLAN or schedule a complimentary call below! 🌐 rdsmotherswealth.com/contact   #RetirementPlanning #HomesteadExemption #PropertyTaxes #KentuckyRetirement #TaxStrategy #RetirementIncome #investing Retire the Way You Desire™   DISCLOSURE: R.D. Smothers Wealth Management is a state-registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.