Kay Harris | Avoiding a Tax Hit in Retirement


Manage episode 230589052 series 2120250
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After 30+ years working for the State of Florida, Kay Harris was certainly ready to retire, which she did in 2006. She had planned and prepared – financially and mentally.

But, Kay says, there were things that popped up that she didn’t expect.

We talk about how she dealt with the bumps in the road, as well as how she’s been able to achieve a profound personal transformation in retirement while ticking items off her bucket list.

Listen in to find out…

  • The questions you must ask now about your retirement plan
  • The biggest myth about money when you retire
  • How taxes impact Social Security and Medicare – and vice-versa
  • Ways to take your medical coverage around the world
  • And more

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