A recent Gallup poll found that 51% of respondents feel their income taxes were not fair.  That’s the highest number in two decades and this survey doesn’t take into account that the Trump Tax Cuts will expire at the end of 2025.

Very often, taxes are the biggest expense in someone’s retirement. Without a written tax plan, within your overall retirement plan, you could pay thousands more in taxes than necessary.

On this episode, financial advisors, retirement planners and father-son duo Frank and Frankie Guida share ideas on how you may be able to take advantage of this time by doing your long-term tax planning now.

The team at A Better Way Financial can show you how utilizing tools like Roth conversions, suitable market strategies, and proper insurance products may position you to pay less taxes in retirement.

Learn what tax strategies may work within your financial plan. Connect with the team at A Better Way Financial for a comprehensive retirement and tax plan review.

Be sure to read our book, Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”