Understanding Taxation of Retirement Income-Part 2

Published on: Mar 9, 2024

In this two-part episode of Beacon Retirement Strategies, we will discuss the taxation of the four common retirement income sources and explore some defensive tax planning strategies worth considering, which could help reduce your tax liability in retirement. Part 2.

If you want to retire in the next five years, there are three critical things you must consider doing now.

  1. Rebalance your investment portfolio.
  2. Know how you’re going to generate income in retirement.
  3. Take advantage of defensive tax planning strategies now.

See how you can reduce your taxes in retirement with a FREE Customized Retirement Tax Savings Analysis. Here’s how it works… You provide us with some basic information. We discuss your options for potential tax-saving strategies that are best suited for your situation. You’ll walk away with a better understanding of your financial picture, including how much you can save in taxes when you retire.

If you’ve saved more than $250,000 for retirement, schedule your FREE Retirement Tax Savings Analysis today.


Also, check out these free retirement income planning and tax strategy resources:


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