2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap)

Are you using the tax roadmap we discuss in this video? I guarantee it will help you make better retirement tax decisions. You can schedule an appointment with one of our Retirement Experts to develop this tax roadmap and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Two Concepts for Better Retirement Tax Planning
0:18 Will Taxes Be Lower in Retirement? (Yes and No)
1:25 The Idea of Your Effective Tax Rate
2:49 Concept #1 - Marginal Tax Rate
5:28 Concept #2 - Your Annual Tax Roadmap
7:29 Complicating this Roadmap
8:31 Adding in Medicare's IRMAA as a Marginal Rate

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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