The Lifetime Income Series: Make a Plan, Stan: Strategizing Now Leads to Money Later

Special Guest: Attorney Roberta Robinson on Tax Planning Strategies

In this week’s edition, Jim and Cathlyn discuss the reasons to formulate retirement and estate plans early, and why this can be very beneficial later on in retirement. They look at a case study and offer specific solutions for creating a more successful retirement. The guest this week is attorney Roberta Robinson, who speaks about tax planning for the “not-quite-1%-ers” and discusses specific tax planning strategies. Roberta is well known for her ability to explain complex ideas in a clear manner.

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