Tax Mistakes in Retirement

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Some financial myths can stand the test of time – like the concept that taxes will be lower when you retire. Sadly it’s not true. And believing it can cause some costly slip-ups.
The good news is…
There are legal tax reduction strategies, that for most people, can result in stretching their savings.

 

The Value of a Gamma-Efficient Portfolio, David Blanchett, PhD and Paul Kaplan, PhD, Morningstar,2017

Income Strategies: How to create a tax-efficient withdrawal strategy to generate retirement income, William Reichenstein, PhD, 2019

Publication 590-B (2020), Distributions from Individual Retirement Arrangements (IRAs), Internal Revenue Service

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