Retirement Planning
For
Individuals Over Age 50
Retirement, Investment and Tax Planning
WESTERN RESERVE CAPITAL MANAGEMENT
Western Reserve Capital Management is a fiduciary Hudson-based financial advisory firm. As your advisor, our job is to give you answers to your financial questions so that you can make educated and informed decisions about your retirement.
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FROM THE BLOG
How Are Your Social Security Benefits Taxed?
Once you understand how your Social Security benefits are taxed, you can begin exploring opportunities to potentially reduce the taxes you pay. Depending on your income and mix of assets, you may have the ability to better manage your tax liability in retirement.
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How Will You Order Your Portfolio Withdrawals in Retirement?
As with most things in retirement income planning, there is no universal best approach for taking withdrawals. Your specific circumstances should determine which approach you take and should be reassessed if/when your plans change. Having assets in all three types of accounts can prove to be a useful tool in retirement.
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