Plan of Record
Roger Whitney
Have a feasible, resilient plan in place before trying to optimize
Retirement tax planning is the best way to optimize your retirement plan
In retirement, you have more control over your taxes than at any other time in your life. This means that instead of planning your taxes from year to year, you now have the capability to plan for lifetime tax savings. Retirement tax management is not about avoiding taxes, instead, it's about timing your taxes
Timing your Social Security benefit is another way to optimize your retirement plan
Establish a retirement plan of record