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    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

    AZ Tax Planning | Early Retirement Financial Advisor Mesa Chandler


    AZ Early Retirement & Tax Planning | Financial Advisor Mesa Chandler

    Taxes....this often overlooked area can have a dramatic impact on your retirement. As the old saying goes, "It's not how much you make, but how much you keep!"

    Taxes can take a huge bite out of your investment returns. With so much of people's retirement savings in tax-deferred plans like Traditional IRAs, 401(k)s, 403(b)s, and others, having a plan for minimizing the taxes on these accounts is crucial for today's retiree. Next to market volatility, there's likely not a single bigger drain on your wealth than the taxes that can be incurred on these accounts either during your lifetime or at your passing.

    When should I start taking Social Security? How will my taxes change after I retire? Is a Roth conversion right for me? Do I have to take all of the money out of my IRA when I turn 70? Do I have to pay tax when I give money away to my children and grandchildren?

    Contact us today at 480-503-0050 or teresa@teresabear.com for a consultation and portfolio review with Teresa Bear, Certified Financial Planner™, Certified Public Accountant.

     



    Meet Teresa Bear

    Teresa Bear, CFPTM, CPA, is an advisor and local investment columnist in the Phoenix Metro Area. Independently acclaimed for her work in Arizona, Teresa also received national recognition as Best Selling Amazon Author of the book “She Retired Happily Ever After”.
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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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