If you’re entering retirement with substantial money in investment and retirement accounts, this guide is for you
Taxes and Your Retirement PDF
Key Phases of Retirement Considered
- Pre-retirement (40’s and 50’s)
- Early retirement (early 60’s)
- Middle retirement years (mid-60’s to 72)
- Later years in retirement (after age 72)
- Significance of Planning
- Roth IRAs and Roth Conversions
- Health Savings Accounts
- Long-term Care Insurance
- Retirement Plan contributions
- Distribution Strategy
- Social Security
- Tax Diversification
- Tax-efficient Charitable Planning
- Step-up Basis Strategy
- The Widow’s Penalty
Additional Resources Available
Please see our Tax category of Insight Articles
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Architecting a tax-efficient strategy for a complicated income situation or large portfolio isn’t for the faint of heart or the inexperienced. Your CPA or tax preparer should always be engaged on any tax-related decisions you make. From a fiduciary planning perspective, we can help you with information by providing this complimentary reference guide.
Whether you are an individual, small business owner, or investor, this practical 6-page Guide to Taxes and Your Retirement” is sure to give you some ideas that may potentially save you tax dollars.