tax planning Archives - Page 2 of 8 - Lifetime Wealth Design

June 2, 2022 By Kevin Roberts, CPA CFP(R)

3 Ways to Boost Social Security Survivor Benefits

https://www.youtube.com/watch?v=_NejHIbNVsE&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=17&ab_channel=LifetimeWealthDesign …

May 18, 2022 By Kevin Roberts, CPA CFP(R)

How Do I Choose Medicare Coverage When I Retire?

1-Minute …

May 6, 2022 By Kevin Roberts, CPA CFP(R)

5 Important Medicare Facts for Pre-Retirees

https://www.youtube.com/watch?v=mwZfLsb6ev4&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=38&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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