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Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets
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The way you draw income, manage taxes, and prepare for future care needs can affect how long your retirement savings support you. This guide introduces six strategies to explore and the trade-offs to consider before making a decision.
Here's what you will learn:
Make more informed income decisions
See how immediate annuities and the order in which you draw from accounts can affect retirement cash flow and taxes.
Look beyond the tax headline
Explore questions involving Social Security, tax-free bonds, and Roth conversions, including costs and possible consequences.
Prepare for risks that may change your plan
Learn what to examine when considering long-term care coverage and indexed annuities, from contract terms to access to your money.
This guide is educational and does not provide individualized financial, investment, insurance, legal, or tax advice. Examples are hypothetical, and results depend on your circumstances.
This material is provided for educational and informational purposes only and should not be construed as individualized financial, investment, legal, or tax advice. Any strategies discussed may not be suitable for every individual. Please consult with a qualified financial professional regarding your personal situation before making any financial decisions.
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting, and Education services ARE offered through Modern Edge Capital LLC. Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth.
