The "accumulation" phase of ones life and the "distribution" phase have entirely different tax implications. Don't find yourself paying a bill you didn't know you owed. Make tax code work for you and not against you.

We have a tax planning series that will help you:

1) Identify the types of taxes you will face at various stages of retirement

2) Address how taxes impact Social Security and Medicare

3) Develop a comprehensive retirement tax plan so you don't overpay taxes

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