Is your retirement plan built for maximum tax efficiency in retirement? The first decade of retirement is the most important in setting your situation up correctly? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to www.safeguardinvest.com/contact.
On average, taxes will be one of your largest, if not your largest expense in retirement. Now some retirees will just simply accept the taxes they have to pay.
But this is an expense category that is controllable with careful tax planning in retirement. Specifically, tax planning in your 60s.
The first decade of your retirement will lay the foundation for the remainder of your retirement.
In this video today, I am going to show you the Top 8 Tax Tips You Should Be Using to Build a Tax Efficient Income Stream in Retirement.
Here are the timestamps:
0:00 Introduction
0:43 Delay Social Security For Permanent Tax Savings
3:38 Use Strategic Asset Location to Increase After-Tax Wealth
6:07 Take Advtange of This Closing Tax Opportunity Window
7:04 Earn a Premium Tax Credit for Massive Healthcare Savings
9:48 Avoid the Widow Penalty
11:40 Control Your Tax Residency
13:51 Maximize this Underutilized Asset
16:53 Minimize RMDs To Avoid a Cascading Tax Problem
#TaxTips #RetirementIncomePlanning #TaxSavings
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Always remember, "You Don't Need More Money; You Need a Better Plan"
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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on KZitem is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at www.safeguardinvest.com/fiduc...
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