Episode 85 - Tax and Estate Planning for Retirees

Safer Retirement Radio

In this episode, Brian continues the conversation on tax minimization and estate planning. At Decker Retirement Planning, we approach retirement using a method called A Safer Retirement™. By using this approach, our clients get help combining some of the most important aspects of retirement, like tax minimization, estate planning, income planning, and investment growth. For more information, go to https://www.deckerretirementplanning.com, where you can learn how we help our clients minimize some of the biggest risks facing retirees, like managing longevity risk, healthcare costs, market volatility, inflation, and losing out on Social Security.