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Creating Tax-Free Income in Retirement
Manage episode 431463785 series 3561344
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Takeaways
- Tax planning is crucial during the accumulation period to minimize tax burdens in retirement.
- Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement.
- Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning.
- Changing advisors can be intimidating, but Integrity Retirement Solutions makes the transition easy and provides personalized, educational services.
- Annuities and guaranteed income can be beneficial for those with high spending relative to their assets and a desire for guaranteed income.
- Retirement should not be retiring into nothing; it requires purpose and fulfillment.
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