For this next generation of retirees, taxes will likely play a bigger role in retirement than in any previous generation. If you aren’t prepared for this, a big chunk of your savings could go to the IRS. If you’re planning on retiring within the next 5 years, it’s important that you take proactive measures to protect your nest egg right now. There are opportunities to take advantage of now if you know where to look.
Beacon Retirement Strategies host Ben Christy interviews Beacon Capital Management’s Senior Partner and Co-owner Pete Benson.
A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If are unsure what your tax strategy looks like, we highly recommend you take advantage of our FREE, Retirement Tax-Savings Analysis.
Also, download our FREE TAX-SAVINGS GUIDE to learn about the four steps you can take to put yourself in a position to save money on taxes in retirement.