Broker Check

Minimize Retirement Taxes

Creating an annual tax map may save you a bundle in taxes and make both you and your accountant happy. Color the tax rates red and the real tax rates gray. The gray area illustrates how different types of income working together cause large spikes in the real rate you pay. Proactive tax reviews will help you see:

  • How different types of income make a huge difference in your real tax rate
  • How other income makes you pay tax on your Social Security
  • Paying some tax now may avoid more tax later
  • Where to get more income if you need it
  • Why to take more income even if you don't need it
  • How changing the type of income you receive may help you

Please email additional complimentary information on how annual mapping of my income may help me save taxes in retirement.

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