Tax Strategies

The single largest budgetary item for most retirees is the tax bill.  Your financial planner or wealth manager can help coordinate strategies with your tax advisor to manage this significant expense.  We will teach you strategies designed to manage tax bills while working and to maximize tax-efficiency of taxable income in retirement.

Note: Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation