When you retire, the more of your money you can hold onto, the better.
Seniors have many expenses. They’re typically the group that spends the most on healthcare, and they also engage in some well-deserved personal spending, like travel or family activities.
But some costs, such as taxes, can eat away at the money you’ve worked hard to accumulate. Luckily, there are strategies you can use to protect what’s yours.
Consider personalizing your retirement savings plan by considering factors like your taxable income level before withdrawals, immediate and long-term needs, distribution of assets across all accounts, and the estimated timeline of your retirement plan and spending habits.
Looking for another way to protect your retirement benefits, or even grow them? You can do this today when you sign our petition.
