Tax Planning in Retirement

Next to income, tax planning is the most important thing Eric focuses on with his clients. If you can control how much tax you pay, it’s more money you get to keep, spend, and enjoy. Retirement is a prime time to focus on tax planning as you have more opportunity to control the taxes you owe. Listen in as we talk about tax planning in retirement!

 

Here’s some of what we discuss in this episode:

• Why is tax planning important?
• How do the tax brackets work?
• What does a Roth conversion strategy look like?

 

Get in touch with the Peterson Financial team: https://petersonfg.com/