Effective income tax planning during retirement or financial independence has the potential to provide a greater economic benefit than a retiree’s rate of return on their investment portfolio. Income tax planning provides significant leverage in all areas of a retiree’s personal financial plan including Social Security benefits, health care benefits, required minimum distributions, relocation, and spendable income. Discuss income tax planning for retirees with specific applications and a client case study.
November 03, 2016
Georgia Society of CPAs
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