Personally Invested In Your Future™

The Retirement Tax Filter
March 24, 2020

In retirement, most people have much more control over taxes than they did prior to retiring. The reason for that is that there are a number of different buckets in which to pull money from; each with their own type of tax treatment. We’ve developed a tool called the Retirement Tax Filter to help ensure you maximize your lower tax bracket without creeping into higher tax brackets. Here’s a video that explains how that works: