Retirees Forget to Plan For Taxes, Research Finds

June 26, 2020

Many retirees are not prepared for, or are even thinking about, taxes in retirement. Even more astounding, many financial professionals ignore the impact of taxes and fail to provide any tax-related guidance. If you are not doing tax planning with your clients, there’s a decent chance that another advisor soon will be! Almost half of future retirees would switch financial professionals for someone who could help them plan for their taxes in retirement. Fortunately, Brandywine Oak understands the importance of tax-planning and ensures our clients minimize their taxes over their lifetime.

Please take a moment to learn more from this insightful article by Financial Advisor Magazine

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