“Those nearing retirement and those that have just begun retirement face the challenge of planning cash flows for their new lifestyle,” said Scott Smith, a certified financial planner with Olympia Ridge Personal Financial Advisers in Rochester Hills, Mich.
Before you tap your IRA or brokerage account, Smith suggested creating a five-year cash flow plan, which should consider the tax repercussions of distributing from your pension, annuity, Social Security, retirement savings and even available part-time income.
“Often, these choices are made without tax efficiency in mind, and the retiree ends up paying more in taxes than they really need to,” said Smith.
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I find it most fascinating that they advertise something that would be of interest and then make no way to get to the information they promised. SHAME ON YOU FOX NEWS.
Broken links. It must be Russian hackers!