Tax Strategies for Retirement

Kristina opens witb a conversation on taxes and offers the reminder that even though the tax rates were extended, retirees should still know all the option available in proactive tax strategies.  She talks about Roth conversions and the effect of taxes on Social Security and Medicare premiums.  Kristina then moves into legacy planning with a conversation on a Charitable Remainder Trust. Reach Kristina at 844-823-6387. Powerful Legacy Insurance and Financial Services www.yourpowerfullegacy.com        See omnystudio.com/listener for privacy information.