About this episode

Kelley Slaught discusses retirement myths and strategies for optimizing retirement planning.

In this comprehensive episode, Kelley Slaught discusses retirement myths, tax strategies, inheritance rules, and the new way of planning for non-spousal inherited IRAs since the stretch IRA was eliminated by original Secure Act.   Learn how to optimize your retirement planning, avoid common pitfalls, and prepare for a secure financial future.  Reach California Wealth Advisors at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

People in this episode

Host: Kelley Slaught

Topics covered

• retirement planning
• tax strategies
• inheritance rules
• financial security
• myths debunked

Keywords

• retirement myths
• tax strategies
• inheritance
• non-spousal inherited IRAs
• Secure Act

Mentioned in this episode

Organizations: California Wealth Advisors, Secure Act

More episodes of Kelley's Bull Market News with Kelley Slaught

• Risks to Avoid in Retirement · April 17, 2026 · 56 min
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• Gain Financial Control · April 3, 2026 · 56 min
• Emotional and Financial Strategies for Retirement Success · March 20, 2026 · 56 min
• Are You Prepared For The Retirement Transition? · March 13, 2026 · 57 min
• Planning for Longevity: A Financial Necessity · March 6, 2026 · 56 min

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