How do you structure your retirement income so that more of your money goes in your pocket and less goes to taxes? Casey Weade, CFP®, RICP®, explains how you can reduce your tax liability in your retirement portfolio, using a mix of cash alternatives and tax free accounts.
Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Casey Weade at (260)482-9559 or firstname.lastname@example.org.