7-5-25 - Understanding Tax Credits for Seniors: What You Should Know for Retirement Planning

In this episode of Straight Talk on Retirement, Jeff Lapidus, Erin Lapidus, and Robert Markham share practical guidance on retirement planning. They answer listener questions about Social Security, Medicare, and new tax credits for seniors, and explain how to plan for income and manage taxes. The team also covers strategies for handling retirement accounts, managing healthcare costs, and making informed choices around life insurance and long-term care. Through relatable examples and clear guidance, they help listeners feel more confident navigating key financial decisions in retirement.

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