Why Lower Tax Brackets in Retirement May Be Misleading
At Paraclete Wealth Management, we often meet individuals who’ve followed conventional retirement savings advice for years—only to find that they’re now facing unexpected tax consequences. One of the most common assumptions is that taxes will be lower in retirement, but is that really true? In this insightful excerpt from David McKnight’s The Power of Zero, […]
Beware These Retirement Tax Traps
Considerations to Help You Develop a Tax-Savvy Retirement Plan There’s something unprecedented set to happen in the next 15 years: More people are going to retire than ever before in the history of our country. What’s more, the U.S. Census Bureau says that, by 2030, we will reach the milestone of having more people aged […]
