As our clients approach retirement, the conversation flips from asset accumulation to income distribution, and this change involves new complexities. One of the most important parts of a successful retirement plan is preparing a tax-efficient income withdrawal strategy. This strategy isn’t just about guaranteeing income; it’s about preserving wealth over the client’s lifetime by minimizing their income taxes. A good withdrawal plan can impact the longevity of retirement savings and the total taxes the client pays over their lifetime.
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