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The Tax-Smart Retiree
A Guide to Thriving in Your Golden Years
Phil Putney’s plain-English guide to keeping more of your money in retirement, available as a free ebook and audiobook.
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What you’ll learn
- Why the “you'll be in a lower tax bracket” assumption trips up so many retirees
- How required minimum distributions can quietly inflate your future tax bill
- Where Roth conversions fit, and when they don't
- How to think about income, assets, and taxes as one connected plan
You’ve worked hard for your money. We help make your money work hard for you.
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