Taxes In Retirement

Check out my guest interview on the Retirement Tax Services podcast! I had a great time chatting with Steven Jarvis on the importance of understanding your taxes in retirement, how to be proactive about it, and how it can affect your investment portfolio.

Some of the real life scenarios I touched on:

  • Splitting a distribution over 2 different tax years.
  • Private business owners who may not have massive fortunes in their bank account could still be subject to federal and state tax.