Is Tax Planning missing in your Retirement Planning?

Retirement Refined LLC
https://retirementrefined.com/
(856) 354-3200
paul@retirementrefined.com

Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG!

There are hidden tax traps waiting for the unsuspecting. For instance, if you want $75,000 per year in retirement, is that before or after taxes? If it’s after taxes, that could mean withdrawing $90,000 per year before tax.

Will your portfolio last for 35 years if you withdraw $90,000 each year adjusted for inflation? After 15 years, to keep your purchasing power of $90,000 at 3% inflation you would need to withdraw $140,217!

To find out more about planning during your retirement years, give us a call or visit our website today.

https://youtu.be/YQSoVNHGNTw
Share:
Share on facebook
Share on twitter
Share on linkedin
Share on email
Broker Check Logo

Paul Levin CFP®, ChFC®, RICP®

Retirement Income Certified Professional®