Are you recently retired or planning to retire in the next five years? Even if you’ve saved and invested well, the next steps you take could have an even bigger impact on your retirement.

In this first part of our series, Matt Dixon of TruNorth Advisors reveals why retirement tax planning may be the single most overlooked — yet most powerful — opportunity to make your money last longer.

Discover strategies that could save you thousands, reduce lifetime taxes, and stretch your retirement dollars further than you imagined.

To schedule your complimentary retirement analysis, give us a call at (864)-800-1831 or visit our website at retiretrunorth.com.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠⁠⁠ or call 864-800-1831.