How to Balance Retirement Income and Taxes

Published: July 10, 2023

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“A common thing I hear from prospects and clients is the worry about being in a high tax bracket ‘later in life.’ Most people really miss the point of the large drop in tax rates once they retire,” said Robert Peterson, senior wealth advisor at Crescent Grove Advisors. “There’s a great window of opportunity from retirement until after age 70 to take advantage of some low tax-bracket years.”

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