Barry Watts and Ralph Hipp delve into tax-efficient retirement planning, addressing the strain on the system as more baby boomers age. They stress the importance of tax planning and investment management for a comfortable retirement. Additionally, they discuss the unique challenges small business owners face and emphasize considering post-retirement lifestyle. Key questions for nearing retirees are highlighted, along with the importance of coordinating financial, tax, and estate strategies comprehensively.
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Be sure to listen to Watts on Wealth with Barry Watts every Sunday at 8:30am on Springfield’s Talk 104.1 FM
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