Retirees often don’t understand how taxes work in retirement since tax rates can vary widely over the years. This variation is generally based on the timing and order in which you use different income sources to pay for your living expenses.
In your retirement years, you’ll want to apply the tax code in an organized and efficient way so that you can:
To help you navigate these variables, we are conducting a complimentary virtual workshop on Tax Planning Through Four Stages of Retirement.
During this webinar, you will learn about:
We hope you can join us for this important workshop.
Matthew Wilson is the Chief Investment Officer and President of Keen Wealth Advisors, one of the firm’s most senior wealth advisors, and a member of the firm’s executive leadership team. Matt began working with Bill as an intern, while finishing his BS in Accounting / Finance with a minor in Economics at Rockhurst University. Matt has learned our business literally from the "ground up". After graduating from Rockhurst, Matt was recruited to the firm full-time.