New Free book
Let's talk taxes in retirement.
This simple guide will help you understand where your retirement savings really sit and how to create more control over future taxes.
“After years of helping families plan for retirement, I’ve seen one mistake over and over: great savers with poor tax balance.
This guide walks you through a simple way to organize your accounts for flexibility and control.”
Who's it for?
Hardworking savers nearing or in retirement who want:
- Lower lifetime taxes
- More flexibility in retirement income
- Less guesswork when it comes to withdrawals
What you'll learn:
- The four tax “buckets” that make up your retirement picture
- How to prioritize savings between Roth, traditional, and taxable accounts
- Why tax diversification matters more than ever before
- A real-world example of how a retired couple manages income across accounts