In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes. &nbsp; Reach out to Kevin and Robin at 800-757-6062 or <a href="https://www.infinitewealthadvisors.com/">https://www.infinitewealthadvisors.com/</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

The Quiet Tax Window

Kevin Sullivan, Robin Whitlock and the team at Infinite Wealth Advisors bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 757-6062