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What to Know About Taxes in Retirement

MWE Headshots Thumbnail LanceChristensen - What to Know About Taxes in RetirementMWE Partner Lance Christensen is featured in a February 29th U.S. News & World Report column on the importance of retirement planning as part of an individual’s overall tax strategy.




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“Retirement should be considered simply the next chapter in an individual’s tax planning, and it’s an incredibly important one,  Lance said. With retirement planning, there is often more certainty: You’re not pulling in a salary, and your investments are often allocated more to the fixed-income category. Your tax strategy should be structured to help time your taxable income so you’re reducing the post-retirement tax hit over as long a period as possible.”  Read more>>