Planning Matters Radio

Are You Tax-Ready for Retirement?


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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

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Planning Matters RadioBy Richon Planning

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