Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle.

As you transition from working for an income to withdrawing income from your savings and investments, you might have questions:

• How can I maximize my income while minimizing income taxes in retirement?
• How will my Social Security be taxed?
• Should I be concerned about capital gains taxes when I retire?
  

With historically low tax rates set to expire at the end of the year, now is an ideal time to lock in savings with strategic tax planning for your retirement. As we move further into 2025, it is a great time to evaluate and choose a tax professional who can answer questions such as these and help you with your tax planning needs all year long.

Download “Choosing the Right Tax Professional in 5 Easy Steps” now!

For professional assistance with tax planning strategies or a referral to one of our trusted tax specialists, give us a call at 517-435-4040 or email us to discuss your needs.