Managing Your Income and Optimizing Your Taxes in Retirement

Managing Your Income and Optimizing Your Taxes in Retirement

March 11, 2021

REDW

Summary

Most people – even financial advisors – don’t fully understand how different types of retirement income can leave very different amounts for retirees to spend, after taxes. In this complimentary webinar from REDW Wealth, Senior Financial Planner David Cechanowicz makes this complicated topic a very easy one to follow, as he explores:

  • Different types of income and how they are taxed
  • Tax maps that show the real marginal rate, or the amount of taxes you’ll pay on your next dollar of income
  • Layers of tax efficiency to consider in building your income stream for retirement.

If you’re already retired, or preparing to take that step, this is a talk you need to watch!

Watch the March 11, 2021 Recording

Other Resources

  • Read a blog article on the same topic by David Cechanowicz here.

Our Speaker

David CechanowiczDavid Cechanowicz, JD
Senior Financial Planner, REDW Wealth LLC
602.730.3653 | dcechanowicz@redw.com

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