Why does tax planning matter so much in retirement?
The short answer
Taxes are often one of the biggest expenses retirees have, and one of the few you can plan around. When and where you take money from (taxable, tax-deferred, or tax-free accounts) can change how much you keep. Mike says tax planning is one of the moves that truly moves the needle.
Hear Mike discuss it
Reviewed by the 1.oak Financial team · Educational information, not individualized advice. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor.
