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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
Saturday Jan 15, 2022
Saturday Jan 15, 2022
The Take Point Wealth team answers more great questions from our listeners this week like "Will my Social Security be taxed?" and "Is there a way to safely and legally reduce my income taxes during retirement?". We cover retirement income, Social Security, taxes, and much more. Tune in to this week's show to dive into specific topics that will end up affecting your retirement!
Retirement and wealth management can be daunting, so let us help you with that. We’re available to you, and my listeners receive a free consultation just by visiting www.TakePointonRetirement.com or giving us a call at 352-616-0511.
We'll also teach you how to avoid 50% in IRS tax penalties with proper Required Minimum Distribution (RMD) Withdrawal Planning.
As always, thanks again for listening to Take Point on Retirement!
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