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360 Retirement Planning and Tax Planning vs. Tax Preparation
Manage episode 436768661 series 3578578
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n this episode of the Make Life Happen podcast, host Paul Gebhardt talks with Keith Wiltfong of Capstone Planning about topics such as the expansion of Capstone Planning's new office, the holistic approach of 360 retirement planning, the importance of stress testing retirement plans, the value of working with a fiduciary, and the benefits of tax planning versus tax preparation. They also cover the significance of life insurance, the impact of the Secure Act on required minimum distributions (RMDs), the importance of portfolio rebalancing, and the role of annuities in retirement income strategies. The episode concludes with viewer questions on topics such as 401(k) plans, Social Security benefits, and retirement age decisions.
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