investing Archives - Page 3 of 6 - Lifetime Wealth Design

February 3, 2022 By Kevin Roberts, CPA CFP(R)

How Can Social Security and Retirement Planning Work Together for Your Benefit?

https://www.youtube.com/watch?v=PrzK-XcF85c&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=45&ab_channel=LifetimeWealthDesign …

January 19, 2022 By Kevin Roberts, CPA CFP(R)

Is a Tax-Free Retirement Possible?

https://www.youtube.com/watch?v=_ALGi-waL5M&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=14&ab_channel=LifetimeWealthDesign …

December 21, 2021 By Kevin Roberts, CPA CFP(R)

How Would an Irrevocable Life Insurance Trust Benefit You?

https://www.youtube.com/watch?v=IzvPaUMWjIs&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=34&ab_channel=LifetimeWealthDesign …

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Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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