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Navigating Financial Decisions in Your 50s and 60s

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Manage episode 487207908 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Weekly Podcast (00:00:00)

163 episodes

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Manage episode 487207908 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Weekly Podcast (00:00:00)

163 episodes

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