Senior couple sitting at the table with laptop and bills giving high five each other calculating finances or taxes at home. Elderly retired man and woman rejoicing income and profit on pension.

Saving on Taxes

Jul 23, 2024

Dana and Brad discuss ways to reduce your taxes.

  • If you are over 70.5 you can donate from your IRA to a charity and not pay taxes because it will satisfy your RMD requirement.
  • Many companies have started offering a Roth option for their employee plans. This may be worth looking into depending on your situation.
  • Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement”

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.

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Are You Paying Too Much In Taxes In Retirement?

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