Building a recession-proof retirement plan means more than just saving monthly. Long-term strategies are key to making your wealth last.
If you have questions about:
- How tax laws impact various income sources
- How to best distribute your assets across the “tax control triangle” (think: taxable, tax-free, and tax-deferred)
- Most effective tactics for preserving wealth over decades of retirement
— Consider attending Richardson Private Wealth Advisors’ free tax retirement seminar, taking place on Wednesday, Sept. 10.
Register for free, or see where you stand with their pre-retirement planning checklist.