Kelly Capital Partners Retirement Talk
Join Janie & Sean Kelly each week as they discuss all things retirement. Everything from the latest news affecting your money to the best strategies to get you through your retirement years. Janie Kelly is a retirement certified income professional and Managing Director of Kelly Capital Partners and Sean Kelly is an investment advisor representative with the firm. Your retirement is too important not to be prepared so be sure to check in every week to hear how the Kelly Capital Partners Retirement Roadmap can help you.
---------------------------------------------------------------------------------------
Advisory services offered through Kelly Wealth management. The opinions expressed in this podcast by Kelly Capital Partners should not be construed as specific investment, legal or tax advice. Investing involves risk including the potential loss of principle. Any references to protected, safe or lifetime income generally refer to insurance products, never to securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing carrier. Kelly Capital Partners is solely responsible for the content of these podcasts.
Kelly Capital Partners Retirement Talk
Kelly Capital Partners Retirement Talk - Tax Strategies For Next Year
Summary
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential strategies for tax planning and social security benefits in retirement. They emphasize the importance of proactive tax planning, particularly in light of potential changes in tax legislation. The conversation also covers the complexities of social security benefits, including the best age to file and the implications of spousal benefits. The hosts encourage listeners to seek professional advice to navigate these critical aspects of retirement planning effectively.