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How To Manage Your Tax Bill, Now and in Retirement

How To Manage Your Tax Bill, Now and in Retirement

Update: 2021-10-05
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It’s been said that taxes are perhaps the biggest drag on your portfolio’s returns. So it would stand to reason that managing your taxes, with the goal of keeping them as low as possible over the course of many years, should be one of your biggest financial planning priorities.

But “managing” your taxes is different from “minimizing” them. There may indeed be times where paying a little more in taxes now could save you much more down the road: maybe for the rest of your life. Get the details from podcast host Johnny Dean and his guest, “Professor” Rick Plum, CFP® on this week’s episode of Managing Your Financial Future!

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How To Manage Your Tax Bill, Now and in Retirement

How To Manage Your Tax Bill, Now and in Retirement

Lucia Capital Group