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How Tax Planning Changes Through 4 Stages of Retirement

How Tax Planning Changes Through 4 Stages of Retirement

Grab this easy-to read tipsheet to learn about "How Tax Planning Changes Through Four Stages of Retirement”.

 

The 4 stages include pre-retirement, early retirement, middle retirement and late retirement.

 

The Problem: "Retirees often pay more taxes than expected because a confusing system treats various income types differently and contains hidden taxes and penalties."

 

The Solution: "A strategy that:

 

· Anticipates how and when you tap assets to cover your personal expenses,

· Understands the range of taxes you will face at various stages,

· Manages your actions so you pay as a low a tax rate as possible."

 

Taxes can seem complex and jargon-filled, even though the underlying concepts are fairly straightforward. Everyone’s tax situation is different. You should always consult a qualified professional tax advisor to discuss your specific tax situation

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