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Sentinel Asset Management: Planning for taxes in retirement

CT Style

NEW HAVEN, Conn. (WTNH) — You may think you are on track with your retirement savings, but chances are, you’ve overlooked some key factors that could take a huge bite out of your hard-earned nest egg.

Here to give you the run-down on effective retirement planning from Sentinel Asset Management is managing member, Will Warner.

Most people think their biggest expense in retirement is going to be health care, a mortgage, perhaps their travel plans.

Warner covers the following questions:

  • Reducing or even eliminating taxes in retirement, how do people accomplish that?
  • What about the other factors to creating guaranteed money in retirement?
  • What happens if there is a recession or downturn in the markets?
  • How does social security play into this?

To learn more, click here.

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