It’s quite feasible to end up with a higher tax bill in retirement than you had as a working professional if you don’t plan ahead.
When you work with us, we help you ensure that your taxes stay low now and in retirement. How we accomplish this:
- Roth IRA conversions at optimal times
- Coordination of multiple income streams such as pensions, RMDs, social security, etc. to avoid jumping up in tax brackets
- Strategic asset location
- Charitable giving strategies
It’s very possible to be in a higher tax bracket in retirement than as a working professional, but our advanced planning can help you lower the amount of taxes you have to pay.
Want to learn more about lowering your tax bill in retirement? Schedule your free retirement assessment.