Taxes are not incidental in retirement. Any effective retirement distribution strategy should help a client plan to distribute income from their accounts to minimize the tax burden to their clients. The Tax Wise Distribution Strategy makes clear distinctions between accumulation and distribution, and helps a client plan their retirement income. With an understanding of how income should be distributed, younger clients can plan on a proper balance in their accumulation years between pre-tax and after-tax accounts.
Attend the Tax Wise Strategy session, Sunday at 2:30 pm in room 611-612, for this presentation by Edward Dressel.
Attend the Tax Wise Strategy session, Sunday at 2:30 pm in room 611-612, for this presentation by Edward Dressel.