Webinar · On demand

4 Costly Retirement Tax Mistakes & How to Avoid Them

Retirement is the culmination of decades of hard work. With nothing to do but rest and relax, it’s easy to think your days of tax planning are over. But there’s still plenty you can do to reduce your tax bill in retirement, and failing to address your tax situation could prove costly.
4 Costly Retirement Tax Mistakes & How to Avoid Them

Originally Aired

Mar 6, 2024

Duration

47 minutes

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Damien Couture

Senior Vice President, Financial Advisor , CFP®, ChFC · Walnut Creek Team

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Retirement is the culmination of decades of hard work. With nothing to do but rest and relax, it’s easy to think your days of tax planning are over. But there’s still plenty you can do to reduce your tax bill in retirement, and failing to address your tax situation could prove costly.

In our latest webinar, 4 Costly Retirement Tax Mistakes & How to Avoid Them, financial advisor and Roundtable™ specialist Damien Couture identifies four of the more common tax mistakes we see retirees make, including:

  1. Not grasping how your taxes will change
  2. Failing to create tax diversification
  3. Getting stuck with big RMDs
  4. Handing huge tax bills to your heirs

If you have any questions or would like more guidance on how this could affect your portfolio, don’t hesitate to reach out to a Wealth Enhancement advisor.

 

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