Taxes in Retirement

Every advisor enters the retirement planning discussion from a different angle.  Mine focuses on annuities and income planning while others use more general topics.  One of my new affiliates, Criss Crombie, from Dallas, TX uses social security and tax planning as the basis for helping people in retirement.  This week you can meet Criss and and learn the basics of tax planning in retirement.  Check out the video below and come back next week when he’ll show us a very nice retirement tax reduction strategy.

Written By

Bryan Anderson

One thought on “Taxes in Retirement

  1. You have to take in account that if you wait until 70 to start taking social security and you die, that’s it! Your spouse cannot get it

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