Live With Thrive

From Accumulation to Distribution: Rethinking Retirement Finances

Informações:

Sinopsis

Episode 203: David Bezar kicks off this episode with a recap of last week's much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today's show presents another 'not-to-miss' playbook — "Thrive Retirement Tax Playbook: Important Tax Strategies for Retirees." Our 2023 edition, packed with 20 pages of critical information. Text the word 'tax plan' to 215-999-3272 to get your hands on it!