Retire Well with Kelly Racicot
Your guide to income planning, tax-smart strategies, and a worry-free retirement.
Welcome to Retire Well with Kelly Racicot, your trusted source for retirement planning advice and financial confidence.
Each episode, Kelly shares straightforward insights on income planning, managing market risk, tax-saving strategies, and estate planning tools to help you make smart financial choices.
Designed for retirees and pre-retirees, this show helps you create dependable income, protect your savings, and avoid common retirement mistakes.
Tune in and learn how to make your money last, lower your taxes, and enjoy the worry-free retirement you deserve.
It’s time to Retire Well—with clarity, confidence, and peace of mind.
Retire Well with Kelly Racicot
Episode 27 Taxes and Your Retirement
Episode 27 Show Notes
Episode 27 Taxes and Your Retirement
Paying income taxes is part of life, but good tax planning in retirement can go a long way to making your money last longer. On this week’s episode Kelly talks about how your tax situation can change in retirement and how good tax planning can benefit both you and your heirs.
Interesting Reads
How the Secure Act affects your heirs
Kelly is the agency owner of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare.
If you have questions about topics discussed on the show or if you’d like to learn more about Kelly and Hometown Retirement Specialists check out www.yourHRSagent.com
Get in touch
Email info@yourhrsagent.com
or call 814-419-8424