Oct 7, 2022
You don’t have to be afraid of taxes in retirement! With a solid tax plan, you can worry less about losing more of your savings than you have to.
Here are a few tips that could help you better prepare for taxes in retirement:
✔️ Consider Roth IRA conversions
✔️ Delay 401(k) withdrawals if you are still working
✔️ Explore charitable giving options
✔️ Consider making catch-up contributions
✔️ Don’t forget about the required minimum distributions
Don't know where to start? Contact us today at (805) 570-3765. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!
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