Episode 32: Know Your Tax Bracket

Mar 9, 2023

In her new book, “Retire Your Fear, Plan Your Future,” Kelly Kelly, president and CEO of Kelly Financial Services, addresses taxes because looking at tax efficient strategies is key in retirement; each dollar saved can be put to work.

Here are just a handful of the things that we'll discuss:

  1. The retirement paradox: Finding yourself in a higher tax bracket in retirement.
  2. The importance of having clear and open communications among clients, tax professionals, and financial advisors.
  3. Given Washington politics and uncertainty in future tax policy, tax strategies may be more important than ever.



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