Are You a Retiree on a Fixed Income? Lower Your Tax Burden!

Are you retired and living on a fixed income? Taxes can quietly take a big bite out of your retirement savings—but smart planning can help you keep more of what you’ve earned. In this video, we cover: - How to manage your tax liability in retirement - Strategies for coordinating withdrawals and using tax-efficient accounts - What to know about Required Minimum Distributions (RMDs) - How different income types are taxed Whether you're newly retired or planning ahead, this session offers practical insights to help you stretch your income and reduce your tax burden. Watch Now