Ep 31: The Details In A Tax-Smart Retirement Distribution Plan

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
07/11/2019 33 min Episodio 31
Ep 31: The Details In A Tax-Smart Retirement Distribution Plan

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Episode Synopsis

You made it to retirement and seem to have enough. Now how do you go about recreating your paycheck and distributing money from your savings and investments and to do so in a tax-smart way. How do you do it? Listen to Kevin describe the process True Wealth goes through to make sure these important distribution details are handled to help you stay on your retirement track and pay no more than your fair share in tax.
Useful Info:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-TWD-PLAN or 855-893-7526

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