Taxes

Will increased taxes impact your retirement?- Ken Reeves weighs in.

Authored By Kenneth Reeves, Apex Financial By Kenneth Reeves The so-called “theory of decreasing responsibility” says that although many seniors will have decreased income levels when they retire, they will also have fewer expenses and lower taxes. I call baloney on both these ideas. When clients come to me, they often believe that they will [...]

By |2022-10-30T00:34:11+00:00October 30th, 2022|Retirement, Taxes|

Jerry Yu: Don’t put all your apples in Uncle Sam’s basket.

Tax planning is essential for retiree survival. By Jerry Yu As I explain in my new book, "Fortify Your Financial Kingdom," taxation doesn't magically disappear just because you've stopped punching a time clock. Far from being a past problem, taxes may be one of your most significant retirement expenses. If you plan on retiring but [...]

By |2022-10-23T17:47:02+00:00October 13th, 2022|Retirement, Taxes|
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