Tax Diversification (Client Guide)

Don’t put all your tax eggs in one basket

It’s a reality that taxes impact retirement goals. Does your current retirement plan contemplate future tax exposure? Many retirees are often shocked by the toll that taxes can take on their investment portfolios when they begin to access money for retirement. If you are concerned about potential tax exposure in retirement, the good news is there are planning decisions available today that can help alleviate your tax exposure in the future.

Why consider diversification for tax purposes:

• Taxes and tax rates change
• Tax deferred growth is a good thing
• Taxes impact growth, distributions, benefits, and more