Retirement Income Planning - Setting Yourself Up For Success

Want to get in touch? Send us a text!We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime!The goal should not be a 0% tax bracket - that's just a trap.Where should it come from first if you need to draw money from your investment accounts? We break down three popular types of accounts and their taxable structures - tax-deferred, tax-free, and t...