One factor that retirees too often overlook when tax planning in retirement is the legislation surrounding Required Minimum Distributions (RMDs). When you retire, you must consider the pace at which you draw down your retirement accounts in order to...
In retirement, as in your working years, it is critical to manage your tax bracket through careful tax planning in order to maximize your income. But when you’re tapping a finite nest egg in retirement, saving every possible dollar becomes even more...
Too many people overlook one big factor in planning for retirement – tax planning. When you think about retirement, you’re probably daydreaming about how you’ll spend your newfound free time and strategizing about saving to get to those goals. Howeve...
While many people tend to think of retirementas binary—either they are retired or they are not retired—retirement, in general, is usually better understood as something that occurs in distinct phases. Each of these phases presents unique financial ch...
As if planning for retirement wasn’t already a tricky venture, a complex tax code can make things even more difficult, which is where a comprehensive retirement tax strategy can come in handy. Unfortunately, it is common for many people to pop the ch...
The best retirement income plans – ones that maximize Social Security benefits, incorporate a comprehensive tax strategy, and use a bucket strategy – will help minimize the need to continue working. However, even diligent savers may find...
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