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Smart Tax Strategies for Retirees: The Four Types of Income in Retirement

Four types of Income Retirement

Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is taxed.   Each year in retirement this must be reviewed to determine what is the best strategy that balances your current year’s income, and your long-term legacy plan.   It is a […]

How much income do you need in Retirement?

How much income do you need in Retirement?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® How Much Income Do You Need in Retirement? The following is an excerpt that describes how much income you need in retirement –   “You’ve been retired for a while. How much income do we actually need in retirement, Uncle Wayne?”  Uncle […]