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:
- Those retiring within the next year
- Those who retired with the last year
- 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 https://www.brightworth.com/retiringwell.
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