Leaving a Legacy, Not a Tax Bill!
1. Understanding life insurance in retirement
2. The risk your qualified assets leave to your kids
3. How to minimize taxes to your kids when they are doing well
Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion
Steven W. Gaito, CFP®
Certified Financial Planner TM
843-868-8152
Cell: 919-270-4100
http://www.RetireRM.com
Steve@RetireRM.com
110 Traders Cross, 1st Floor, Bluffton, SC 29909
Talk of the Town Hosted by Robyn Zimmerman
August 2023
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