<p>There are those that say unless you have done your tax planning BEFORE retirement, you’ve missed the window of opportunity. Bruce tells the story of a client who found significant tax savings after age 70.</p>

There are those that say unless you have done your tax planning BEFORE retirement, you’ve missed the window of opportunity. Bruce tells the story of a client who found significant tax savings after age 70.

Tax planning works even after age 70

Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”

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Tax planning works even after age 70

Tax planning works even after age 70