Not sure what to do at late stage retirement? Debbie goes through the implications of your investments pre and post-death. There are important tax laws to consider when planning for the future and next generation.Some important topics include:- Joint Tenant- Widows Penalty- Income Taxes

Wealth Matters with Debra Taylor

Last Stage of Retirement

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Wealth Matters with Debra Taylor