The Retirement Tax Filter

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:   [embed]http://www.youtube.com/watch?v=rkEu29A_gKg&t=30s[/embed]