Are You Tax-Ready for Retirement?

Are You Tax-Ready for Retirement?... Taxes don’t disappear in retirement. In fact, understanding tax implications becomes even more important when you're retired. In this video, Brent Wells with ‪@youngwealthmanagement‬ and ‪@erinkennedytv‬ talk through the 4 tax questions you should ask your financial advisor before retiring, including: 1. How will my tax situation change once I retire? 2. Are there strategies to reduce my tax liability in retirement? 3. Should I consider a Roth conversion before I stop working? 4. What are the tax implications of withdrawing from my various accounts? If you'd like to learn if you're tax-ready for retirement, please give Brent a call at 614-430-8383 or visit www.Young-WM.com #retirement #RetireReady #taxes #wealthmanagement #rothconversion