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Taxes in Retirement

Understand how different sources of retirement income are taxed so you can get more bang for your buck in retirement. Its not just what you make its what you get to keep. 

We will help analyze:

  1. How the current tax system, Social Security rules and other factors interact to either cost or save you money
  2. What an effective marginal tax rate is and why it matters more than your tax bracket
  3. How the timing of withdrawals from different retirement income accounts impacts what you keep and what you pay in taxes