Retirement Tax Secrets: How to Keep More of What You've Earned

Think you'll pay less taxes in retirement? That's what most people assume, but the reality can be shocking. In the next few minutes I will explain three critical tax traps that drain retirement accounts and the simple strategies to legally avoid them.

Chapters:
0:00 Introduction
0:46 Chapter 1: Tax Trap 1 - Required Minimum Distributions
2:09 Chapter 2: Potential Solutions to Your RMD Taxes
3:26 Chapter 3: Tax Trap 2 - Social Security Taxation
4:24 Chapter 4: Potential Solutions to Your Social Security Taxation
5:07 Chapter 5: Tax Trap 3 - Tax Bracket Illusion
5:37 Chapter 6: Potential Solutions to the Tax Bracket Illusion
6:38 Chapter 7: Tax Planning Timeline

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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