How Dynamic, Tax-Smart Distributions Maximize Retirement Income

November 10, 2021 | Income Discovery

Published by AdvisorPerspectives on November 8, 2021 [View]

Income Discovery’s Chief Analytics Officer, Stephan Granitz, wrote a guest contribution to detailing while an individual is working, taxes are primarily determined by their salary with only minor control by an advisor. However, once they transition into retirement, their advisor becomes a tax conductor, orchestrating timing and sourcing of cash flows and disbursals to maximize their safe, post-tax spending.

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