Taxes & Retirement Planning

We believe that the need for tax planning will only grow more serious as government budget deficits expand and promises under entitlement programs swell. Proper tax planning could reduce your expenses in retirement by potentially limiting the cost of taxation—because it is not ONLY about the size of your nest egg but also about how you crack it open.

This is a discussion about the impact of taxes on your retirement. We believe that part of what makes our practice different is the incorporation of taxes in the discussion of financial planning.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Woodbury Financial, nor any of its representatives may give tax or legal advice.