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Charlie Jordan, CPA, CFP®, CeFT® Mar 24, 2022 4:30:00 PM < 1 min read

Retiring Well: Taxes in Retirement (No, they don't go away)

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement.

We talk about tips and strategies for reducing taxes at three stages of retirement:

  1. Those retiring within the next year
  2. Those who retired with the last year
  3. Those who have been fully retired for over a year

To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at

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Charlie Jordan, CPA, CFP®, CeFT®

Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.