Money Wisdom: Four Tax Efficient Strategies for Retirement

Money Wisdom

NEW HAVEN, Conn. (WTNH) — CT Style Reporter, Lisa Carbeg welcomes “Money Wisdom” sponsored by Johnson Brunetti.

We’re educating you about smart ways to manage your money. Joining us is Eric Hogarth, Certified Financial Planner and Johnson Brunetti partner.

Retirement is finally here for someone. Hogarth shares what you need to know about limiting taxes on savings in retirement.

Four tax efficient strategies for retirement:

1. Withdraw from accounts in a proper order

2. Don’t let withdrawals bump you into a higher tax bracket

3. Limit tax on social security benefits

4. Lower taxes are temporary  

The Money Map is a book that has been updated and offers advice on financial planning for retirement and investment success. For a free copy, click here. (while supplies last)

Click here, to submit your question(s) for Johnson Brunetti.

To learn more, click here.

Copyright 2021 Nexstar Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

About Johnson Brunetti
Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Connecticut and Massachusetts. Our firm was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

Founded in 2003, the firm has grown to a staff of over 35. Joel Johnson, CFP® and our team of experienced professionals have helped and guided over 3,500 families through the retirement planning process.

We offer complete services to address all of our client’s financial priorities:

  • Retirement Planning
  • Estate Planning
  • Asset Management
  • 401K Guidance
  • Wealth Protection
  • Long-Term Care Insurance Options

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

Johnson Brunetti is a sponsor of WTNH Money Wisdom.

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The information, advice and answers displayed in the CT Style section of are those of individual sponsors and guests and not WTNH-TV/Nexstar Media Group, Inc. presents this content on behalf of each participating CT Style sponsor.