Kevin and Robin cover the careful calendar planning that must go into that first required minimum distribution. They discuss the dangers of delaying and other common mistakes as well as the potential benefits of proper charitable giving. They also talk about Social Security claiming strategies and what needs to be considered by those who decide to elect before full retirement age.

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Infinite Wealth Advisors

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In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including state-by-state retirement costs, Social Security warnings, and strategic contribution limits for 2026. They emphasize the importance of personalized income plans and proactive strategies to ensure financial security in retirement.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock from Infinite Wealth Advisors discuss critical retirement planning topics including new tax deductions for seniors, survivor tax considerations, estate planning essentials, and strategies to optimize your financial future. Learn how to proactively manage your retirement and estate to reduce taxes and ensure your wishes are honored.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin, Robin and Gary discuss the realities of retirement planning, emphasizing the importance of personalized strategies over generic numbers. They cover topics like the true cost of retirement, managing home equity, and the significance of comprehensive planning to avoid common pitfalls.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin and Robin discuss essential retirement planning strategies, including managing longevity risk, healthcare costs, and the importance of a comprehensive plan to ensure financial security in retirement.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin and Robin discuss crucial retirement planning strategies, including tax-efficient withdrawals, inherited IRAs, and the importance of proactive planning to minimize taxes and maximize wealth transfer.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin and Robin discuss critical retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Roth conversions, and Medicare surcharge management. Learn how to optimize your retirement income and avoid costly mistakes.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.

In this episode, Kevin Sullivan and Robin Whitlock discuss the importance of annual reviews for Medicare and retirement planning, including how to navigate plan changes, the impact of moving, and strategies for maximizing benefits and minimizing risks.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.