Top 10 Tax Savings Tips for Retirees

How much of your retirement income will you actually get to keep? Mark Falter walks through 10 practical tax strategies retirees can use to think more proactively about the money they have saved and how it may be taxed over time. He covers ideas such as understanding tax brackets, managing capital gains, harvesting losses, giving to charity more efficiently, reducing future required minimum distributions and using account types more intentionally based on their tax treatment. Discover the clear distinction between simply filing a tax return and doing real tax planning. If taxes are still something you only deal with after the fact, this is the kind of planning conversation that belongs on your calendar before the year closes.