5 Ways to Avoid Unnecessary Taxes Before Retirement

Bernicke Education Center

5 Ways to Avoid Unnecessary Taxes Before Retirement

Effectively managing taxes on an annual basis is a key component as it applies to retirement. This checklist includes items to consider before you or your spouse’s retirement date, such as:

  • How to protect against increasing taxes in the future.

  • The power of using a Health Savings Account when possible.

  • The importance of limiting Modified Adjusted Gross Income prior to age 65.

  • Developing a tax-efficient strategy for charitable contributions.

  • The importance of developing a long-term tax minimization strategy.

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Tax Minimization Checklist

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Learn why you may be able to retire earlier than you think.

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Learn why you may be able to retire earlier than you think.

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