Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Ed addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  He stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.

You can reach Ed Storer and the team at 800-563-7030.

The Wealth Training Academy

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