Retirees’ Tax Planning Checklist
![Retirees' Tax Planning Checklist](https://jacklumsden.com/wp-content/uploads/2023/12/retirement-taxplanning-1024x384.png)
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE In the 2023 Fidelity Retirement Report, retirees’ # 1 concern was minimizing taxes. This is unsurprising since taxes are the majority of retirees’ most significant unwanted expenses. If retirees can reduce the taxes they […]