Search


Steve Coker, CFP
- Apr 26, 2019
- 3 min
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address. One of the most significant opportunities in retirement is the ability to manage taxable income. One of the potential threats is Required Minimum Distributions at age 70.5. By strategically taking distributions from various retirement accounts and making info