Tax Strategies for Retirement:  Buckets Create Choices


Written by Linas Sudzius, J.D.

Do you have a tax-efficient retirement strategy?

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This guide will cover:

Why your taxes might not decrease in retirement

How “buckets” can help illustrate the impact of taxes on varying assets

What required minimum distributions could mean for your tax bracket

Don’t forget to subscribe to financial coach Jeff Montgomery’s podcast!

Listen to “The Fiscal Blue Print” at montgomeryfinancialservices.com/podcasts.

Take action today to help ensure your financial strategy includes your tax concerns.

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