Are You Tax-Ready for Retirement?

Taxes don’t disappear in retirement. In fact, understanding tax implications becomes even more important when you're retired. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through the 4 tax questions you should ask your financial advisor before retiring, including:

1. How will my tax situation change once I retire?
2. Are there strategies to reduce my tax liability in retirement?
3. Should I consider a Roth conversion before I stop working?
4. What are the tax implications of withdrawing from my various accounts?

If you'd like to learn if you're tax-ready for retirement, feel free to reach out to Dustin.  Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com