Navigating Financial Decisions in Your 50s and 60s
Manage episode 487207908 series 3561349
Jim Cipriotti emphasizes the critical role of tax planning in retirement, highlighting common mistakes individuals make, particularly regarding 401k withdrawals and the implications of taxes on retirement income. The discussion also covers the importance of financial planning for those in their 50s and 60s, addressing key decisions that can impact both personal finances and family inheritance. Jim will encourage proactive engagement with financial advisors to ensure comprehensive planning and tax efficiency.
Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT.
For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.
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1. Weekly Podcast (00:00:00)
163 episodes