Retirement Tax Services Podcast cover image

“The Retirement Planning Guidebook” with Dr. Wade Pfau

Retirement Tax Services Podcast

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Tax-Efficient Retirement Planning Strategies

This chapter explores the intricacies of tax planning for retirement and the importance of coordinating account distributions for optimal after-tax income. From income stacking to pre-retirement tax considerations, the conversation emphasizes the need for strategic tax planning to maximize control over taxable income during retirement.

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