When you’re new to retirement, there are quite a few things that change. Multiple times this past tax season, there have been questions about paying taxes in retirement from clients who are moving into (or recently moved into) the retirement stage of life. Today, Ben and Steven share some of the most important things to remember in this transition, as well as how to plan ahead so you are setting yourself up for success.

You can find all show notes for this episode at: https://bit.ly/3GkPblO