EPISODE · Apr 17, 2026 · 53 MIN

Tax Season

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

Explore the importance of prospective tax planning for retirees, including strategies like Roth conversions, required minimum distributions, and tax diversification to optimize retirement income and legacy planning.   Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.

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Tax Season

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This episode is 53 minutes long.

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This episode was published on April 17, 2026.

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