25 Strategies to Minimize Taxes eBook
Tax Strategies to Win in Retirement
- When to turn on social security.
- Understand what is actually taxed.
- Timing your withdrawals in retirement.
- Charitable giving & how to do it strategically.
- Have a tax plan when the market goes down.
- Help you understand the federal tax brackets.
- How much of my inheritance do I get to keep.
- What accounts you want to have for retirement.
- Why & when to complete a Roth IRA conversion.
- Why ETFs & municipal bond funds should be considered in your portfolio.
