The state where you retire can have a big impact on your standard of living in retirement. But understanding that impact goes far beyond looking at top marginal tax brackets. States often have special provisions specifically designed to lower the tax burden on retirees. In this webinar, we reviewed some of these provisions and discuss some planning opportunities related to state tax policies.
Retirement Distribution Hatchet CE Webinar
September CFP CE Webinar: "The Retirement Distribution Hatchet" hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s. Important points: Realistic changes in expected income needs and non-portfolio income sources like Social Security...
