by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Aug 15, 2024 | Retirement Planning, Tax Planning
There are a number of different tax strategies individuals and couples nearing or in retirement can utilize to decrease the amount owed on their retirement savings and income. These strategies involve utilizing a number of different tax-efficient investment accounts...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Jun 14, 2023 | Financial Planning, Retirement Planning, Tax Planning
Retirement is supposed to be the stage of life where the worries of the working world are left behind and you can relax and enjoy the fruits of your labor. However, the reality is that for many retirees, the tax burden doesn’t disappear with the working world....
