Coordinating Investment and Tax Decisions Throughout Retirement

For many retirees, investment decisions and tax planning feel like two separate conversations. One happens with a financial advisor, and the other with an accountant, often at different times of year and with little connection between them. But coordinating investments and taxes in retirement is one of the most impactful things you can do to support the long-term sustainability of your financial plan.  When these two elements are managed together as part of a unified strategy, the result is often a more efficient and effective retirement income plan.