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 incomeCategorize your money by tax impactOrder your income withdrawalsMeasure your tax bracket capacityDeciding "Pay Now vs Pay Later"A plan for ongoing managementWe hope you enjoy the show!
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and MOKAN Wealth Management are unaffiliated entities.