When it comes to taxes, Americans have two duties—pay their fair share and don’t pay a penny more than they truly owe! For most people in their retirement years, every penny counts, but a huge number of those pennies can end up going to Uncle Sam. That’s why it’s important for older Americans and their families to understand as much as they can about the tax opportunities and the tax liabilities people will need to navigate when they are seniors. In part one, Chris runs down the tax traps or opportunities every Retirement Genius needs to know.
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About Chris: Chris Orestis, CSA is President of Retirement Genius, and is a nationally recognized financial, health/LTC, and retirement issues expert.
He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, in 2017 he founded the LifeCare Xchange, and in 2020 he founded Retirement Genius. Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021.
In 2019, Chris was named one of the twenty most innovative people in the insurance industry by the National Association of Independent Brokerage Agencies (NAILBA). He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).
He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, Market Watch, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.