Tax Strategies


Can you answer the question:

  • How much money do I need coming in each month after I retire?

You should spend some time working on your vision and the checking with a professional. Some of your figuring should include the taxes you will incur and the strategies available to reduce the "bite". While this is not an exhaustive list, these could include gifting, living trusts, insurance, charitable remainder trusts, putting assets into joint names, determining your retirement cash flow.

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