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MJS Seminar - Live Recording

AUGUST 2019
Tax Optimization During Retirement
39 minutes

Speakers Jacob Jaegle, CFP®, Drew Barnes, CFP®, and Mark Smith, CFP®, CPA/PFS, CIMA® explain why optimizing your taxes during retirement in light of current tax law may challenge long-standing conventional thought.

  • Learn why the best way to arrange affairs to minimize taxes may actually be to not defer them, but to find a balancing point.
  • Understand the interrelationship between ordinary income and long-term capital gains and why it’s crucial to consider the coordination of the two along with the phase-in of Social Security taxation.
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