10 – From Rental Riches to Retirement Regret?
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10 – From Rental Riches to Retirement Regret?
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis covers the real issues retirees face when building a lasting financial plan. From how much of your nest egg is truly yours after taxes, to how to maximize new catch-up contributions and navigate required minimum distribution (RMD) changes, Stewart shares strategies to keep your retirement income protected.
You'll hear a real-world client case study about selling a multi-million dollar property, plus practical advice on why estate planning and tax planning must work together. Stewart also explains how to spot financial scams and avoid costly rollover mistakes.
If you're serious about building a stable, tax-smart retirement plan, tune in now for clear, actionable strategies that go beyond surface-level advice.
For your complimentary portfolio review and tax analysis, visit AssetPreservationWealth.com.