Taxes in Retirement

Mar 18, 2022

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: 

1. Those retiring within the next year
2. Those who retired with the last year
3. Those who have been fully retired for over a year

To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at https://www.brightworth.com/retiringwell