Episode Details

Retirement is your reward for a lifetime of hard work, but keeping more of your savings in retirement requires strategy. Many Baby Boomers unknowingly leave tax dollars on the table by missing out on tax-savvy moves. You’ve built up a lifetime of savings—now it’s time to make sure they work for you. Let’s break down a few ways to stay tax-efficient in retirement so you can keep more for yourself, your loved ones, and the causes you care about.