Many people expect their taxes will go down when they retire. However, we often find thatโs not the case. And, without a tax plan in place, you could be sending more of your hard-earned retirement dollars into the pocket of Uncle Sam than you need to.ย
In this 4th episode of ๐ป๐๐ ๐จ๐๐๐๐๐๐๐๐๐๐๐ ๐พ๐๐๐๐ยฎ, Cathy Mendell and Kristin Oakley share what you may want to include as part of a comprehensive tax plan!ย
This includes:
- ๐ฆ๐ต๐ถ๐ณ๐๐ถ๐ป๐ด ๐๐ฎ๐ ๐ฏ๐ฟ๐ฎ๐ฐ๐ธ๐ฒ๐๐ as you age
- The three types of taxable income
- Minimizing taxes by ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐ข๐ง๐ ๐ข๐ง๐๐จ๐ฆ๐ ๐ฐ๐ข๐ญ๐ก๐๐ซ๐๐ฐ๐ง ๐๐ซ๐จ๐ฆ ๐ฒ๐จ๐ฎ๐ซ ๐๐ข๐๐๐๐ซ๐๐ง๐ญ ๐ญ๐๐ฑ ๐๐ฎ๐๐ค๐๐ญ๐ฌ
- And much more!
Want to learn more about taxes in retirement? Read our blog post, “How to Create Tax Advantages for Yourself During Retirement.”
๐๐ฎ๐๐ฒ ๐๐ฝ๐ฒ๐ฐ๐ถ๐ณ๐ถ๐ฐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ you would like to address with Cathy and the team at Theia Financial directly? Book a complimentary visit here!
Ready to talk about retirement?
Schedule A Call
DISCLOSURE: Theia Financialยฎ is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.
Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโs situation.
