Between ages 59.5 and 72, you have a lot of flexibility and control over your tax situation. We talk about how to avoid big jumps in your tax bracket during your retirement years and other related topics like: How is Social Security taxed? How to manage taxation of your RMDs? What happens if you relocate to another state when you retire?
About the speaker: Heather C. Liston, CFP®, Enrolled Agent, teaches courses at UC Berkeley Extension in Income Tax, Employment Benefits & Retirement Planning and Retirement Income Planning. She is a fee-only financial planner with Hargrave Fiduciary Advisors, and also a tax advisor and preparer. CFP®, EA