For retirees living on fixed income sources, taxes can take a significant portion each year. This session will share practical ways to help manage your tax liability, such as coordinating withdrawals, using tax-efficient accounts, and understanding required minimum distributions.

We’ll also discuss how different income types are taxed and strategies to plan for changing tax laws. Attendees will leave with useful information to help keep more of their retirement income working for them.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.