Tax planning in retirement can mean a few different things. Taxes will be the largest expense in retirement for many of you. There are some simple strategies that can have a concrete impact on your taxes, but there are also multi-year strategies that require projections and a little bit of art. These can also be the most impactful, like Roth conversions. Be sure to download the pdf below for more information.
Download Lowering Taxes In Retirement
Schedule a 15-minute Fit Meeting to discuss your taxes.