How To Lower Your Tax Rate In Retirement

#financial education #retirement tax planning

Are you planning for retirement?

Do you have most of your retirement savings in Traditional IRA's or 401k plans?

You could be sitting on a huge tax liability bill!

In this video I outline a tax strategy for retirement. (one of my 7 core elements of retirement planning)

In this video you will learn...
** How the Tax Cuts and Jobs Act of 2018 presents a unique planning opportunity for retirees.
** How to coordinate your Social Security strategy into your tax plan for retirement.
** The 3 primary retirement tax buckets and how to balance your investments in each.
** What happens to your taxes if you or your spouse dies.
** How your taxes can cause higher medicare costs.
** Impact of Required Minimum Distributions on your taxes.

Getting started? Check out my Free 3 Part Mini Workshop on the 7 Core Elements of Retirement Planning… http://moneyevolution.com/7-core-elements/

As always, if you have questions, or if you would like to schedule a free no obligation introductory call just give us a call at
248-731-7829.

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Видео How To Lower Your Tax Rate In Retirement канала Money Evolution