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EPISODE · Jul 5, 2023 · 33 MIN

Answering Your Questions About Paying Taxes in Retirement

from Keen on Retirement

Without careful analysis and planning, taxes can become one of the biggest expenses for retirees -- if not the biggest.  Matt Wilson, Chief Investment Officer and President of Keen Wealth Advisors, recently hosted a webinar discussing the tax issues you could face at four stages of retirement. Today's podcast episode hits on some of Matt's key points and answers important follow-up questions from webinar attendees. Together, this content provides a full picture of how Keen Wealth integrates both annual tax preparation and long-term tax planning into a comprehensive financial plan. 

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Answering Your Questions About Paying Taxes in Retirement

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