We all need to save for retirement, but it can be hard to know where to begin. While retirement and taxes are complicated topics, you don’t need to be a financial advisor to start making smart choices that you’ll thank yourself for later. The Retirement Tax Guide is an easy-to-understand guide, written in plain English, that lets you take the guesswork out of financial planning.

There are tons of ways to save on taxes – but with tax laws constantly changing, keeping up with the latest information can be hard. We’ll guide you through which tax breaks are best for you and how to take full advantage of tax-reducing shelters, trusts, credits, and deductions.  

This downloadable guide is broken up into two key sections:

• Planning for retirement: Building your retirement fund as much as possible.
• Sheltering income in retirement: Protecting your money and making the most of it once you’re ready to retire. 

Whether you’re a tax pro or just starting to learn, our Retirement Tax Guide will teach you everything you need to know to get the most out of your retirement. 

Topics include: 

• How to maximize your 401(k), SIMPLE, and IRA contributions. If you’re over age 50, you have even more to profit from under the current tax law.
• The easiest way to determine whether you can withdraw money from your IRA without incurring early distribution penalties.
• 6 easy strategies to take thousands of dollars off your taxable income.
• How to pay absolutely no taxes on the sale of investment property.
• A 5-point checklist to determine whether you should take a lump-sum distribution of your retirement benefits or roll them over.
• 3 simple steps to avoid taxes on Social Security income.
• How you can borrow cash after retirement to dramatically reduce taxes.
• The best way to cash in on the few remaining shelters available to retired Americans – while you still can.