Taxes don't disappear in retirement. In fact, understanding tax implications becomes even more important when you're retired. In this video, Peter with Richon Planning and Erin Kennedy talk through the 4 tax questions you should ask your financial advisor before retiring, including:
1. How will my tax situation change once I retire?
2. Are there strategies to reduce my tax liability in retirement?
3. Should I consider a Roth conversion before I stop working?
4. What are the tax implications of withdrawing from my various accounts?
If you'd like to learn if you're tax-ready for retirement, please give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com
