Understanding Taxation of Retirement Income-Part 2

Published on: Mar 9, 2024

In this episode of Beacon Retirement Strategies, we will discuss taxation of four common retirement income sources and not just stop there. Following that, we will explore some defensive tax planning strategies worth considering, which could aid in reducing your tax liability.

If we’ve learned anything over the last few years, it’s that we can expect change. And when it comes to retirement planning, it’s more important than ever to have a solid plan in place that covers all the important areas of your life. Things like an income plan, a tax strategy, a plan for healthcare, as well as an estate plan. Overlooking or underestimating just one of these areas can cost you big in retirement. To help you make sure you have all your bases covered, Beacon Capital Management offers a FREE Financial Plan Checkup. This comprehensive analysis of your retirement plan will help you determine if you’re on the right track to reach your retirement goals. Schedule your FREE Financial Plan Checkup.

Schedule your Free Financial Plan Checkup today.

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