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TAX-EFFICIENT RETIREMENT PLANS

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This book is for you if:

You are striving to reduce the stress and anxiety of retirement.

You are looking for ways to pay less taxes so you can take that annual vacation.

You are seeking to organize your finances .

You are pursuing ways to reduce your risk in retirement.

You are charitable and looking for better ways to give to your favorite causes.

Here's what you will learn:

TAXES

5 Retirement Tax Strategies Revealed (#2 May Surprise You!)

SOCIAL SECURITY

YES, Social Security is Taxable; Up to 85% of Your Benefits. Learn How to Potentially PAY LESS!

RETIREMENT INCOME

Are Your Retirement Accounts a Retirement "Tax Bomb?" What To Do About It.

CAPITAL GAINS

Is a 0% tax rate really achievable? Getting this wrong could cost you thousands in paid taxes.

CHARITABLE GIVING

A WIN-WIN, for you and the charity. Here's how to do it.

Table of Contents

I. Why this information is important (potentially more now than ever)

II. A brief understanding of taxes

III. Tax rates

IV. Social Security benefits and taxes

V. Required minimum distributions (RMDs)

VI. Account types

VII. Roth conversions

VIII. Long-term capital gain harvesting

IX. Tax-loss harvesting

X. Qualified charitable distributions (QCDs)

XI. Net unrealized appreciations (NUA)

XII. Summary

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