8 ESSENTIAL Tax Years for Optimal Retirement Withdrawal Strategy

Do you have a withdrawal strategy that optimizes saving on taxes for your retirement? Are you acutely aware of your tax situation in the 8 essential tax years we discuss in this video? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Making retirement tax decisions is difficult. There are a number of factors we have to weigh.

Many retirees enter retirement thinking their tax liability will go down significantly. And this is only partially true...

There will be times in retirement where you're actually paying a higher tax rate on the income you are taking than you ever did while you were working.

In this video today, we show why and discuss the 8 most important tax years you need to be looking at in your retirement to make better tax decisions.

#RetirementIncomePlanning #WithdrawalStrategy #MinimizeRMDs

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...