Taxes are one of the largest expenses that many retirees have. This coupled with an all-time high national debt makes tax planning more important than ever. This checklist is designed to help pre-retirees avoid unnecessary taxes.
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
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Learn why you may be able to retire earlier than you think.