Retirement is a journey. Getting where you want to go requires a plan.
As you move into retirement, planning can get more complex. In this video, Mark shares tips on how to maximize your income while minimizing your tax exposure in retirement.
- Impact of taxation of Social Security benefits
- What happens if you’re still working and take benefits before full retirement age?
- How do you keep more of your benefits?
- Should you convert your IRA to a Roth?
- What do you really need for income?
You can see this video and others on his YouTube channel.
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