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Five Key Issues with Retirement Tax Planning

Retirement Tax Planning

People far too often pay more taxes in retirement than they need to because of confusing rules and surprises in the tax code. This video series is going to tell you how to avoid costly mistakes and minimize tax surprises in order to withdrawal more and help your portfolio last longer.   And in THIS video I will give you an overview of this video series and I will define the five keys issues around retirement tax planning. Dan Lohmar is a CFP professional with United Wealth management specializing in PRAP management and financial planning for United Pilots. And like many of you,  Dan is also a pilot for United.