Make Life Happen
Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.
Make Life Happen
360 Retirement Planning and Tax Planning vs. Tax Preparation
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.