Retirement

How Smart Tax Strategies Can Save You Money, Now, and in the Future

How Smart Tax Strategies Can Save You Money, Now, and in the Future

When I first started financial planning, we all had one basic assumption - push taxes into the future. The general thought was our clients would be in a much lower tax bracket for taking distributions from their retirement plans. About 13 years ago, I had an "aha moment". What if that assumption was false?