Retire with Purpose Radio Hour 303 - March 9, 2024

Social Security is taxable? The differences between a will and trust. The evolution of tax laws today and how that should be incorporated into your income strategy in retirement. Special guest, Cynthia Covey-Haller and the book she co-wrote with her deceased father, Stephen Covey. Case study involving a wealth transfer mishap that we saw someone experience in their estate plan.