Avoid the Widow’s Tax Trap with THIS Plan
Автор: Redefine Retirement with Ryan Wheless
Загружено: 2025-09-20
Просмотров: 32
Watch the full episode here: • Save BIG on Taxes Before 2028 Ends - Garry...
In this episode of Redefine Retirement hosted by Ryan Wheless, guest Garry Thurman, CEO of Guardian Investment Advisors, shares expert insights on modern retirement strategies to live a limitless life with clarity and purpose. Thurman emphasizes the importance of holistic financial planning beyond mere growth, focusing on Roth IRA conversions to leverage the current low tax brackets extended by the "Big Beautiful Bill" through 2028, optimizing Social Security benefits, and planning for long-term care due to increasing longevity risks. He highlights the critical need to prepare for the surviving spouse, addressing tax pitfalls like shifting to a single tax bracket and managing Required Minimum Distributions (RMDs). Through personal anecdotes and practical advice, such as using life insurance and asset-based long-term care solutions, Thurman underscores the value of working with fiduciary advisors to create tailored plans that ensure financial security and a vibrant retirement, encouraging listeners to seize current opportunities and plan for both health and wealth.
Learn more and connect with Garry at: https://giaplantoday.com/meet-our-team/
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