As you approach retirement it becomes even more critical to review your budget, asset allocation, and sources of income. Brandywine Oak ensures our clients utilize tax-efficient strategies to maximize their assets throughout retirement. Some of these strategies include Roth conversions, planning for Medicare taxes, and controlling realized capital gains.
To learn more, please take a moment to read Kiplinger’s informative article on “5 Strategies to Help You Hold on to More of Your Money in Retirement” https://amp-kiplinger-com.cdn.ampproject.org/c/s/amp.kiplinger.com/slideshow/retirement/T037-S014-5-tax-strategies-to-keep-more-money-in-retirement.html.
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