You know tax planning in retirement is important, but are you using the right tools to make the best decisions for your situation? We believe you cannot effectively plan without directly using the tool shown in this video. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Timestamps:
0:00 One of the Most Important Tax Tools in Retirement
1:50 How Most Retirees Think the Tax Tables Look For Their Situation
2:57 How Social Security Changes Your Tax Chart
7:00 Step 1 in Creating this Chart
7:49 How Capital Gains/Dividends Change Your Tax Chart
10:03 Medicare Complexities
10:59 Putting It All Together The Complexity of Retirement
12:30 Why Not Just Look at Total Tax or Effective Tax Rate?


Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...