Today, we’re walking you through “The Smart Tax Roadmap” – six steps to building a tax-efficient retirement plan. Ultimately, we’ll help show you how your different types of retirement income are taxed in different ways.
Here’s an overview of the steps:
- Master provisional income
- Categorize your money by tax impact
- Order your income withdrawals
- Measure your tax bracket capacity
- Deciding “Pay Now vs Pay Later”
- A plan for ongoing management
We hope you enjoy the show!