Income taxes can be the biggest bite out of your retirement dollar…but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you can optimize your income taxes and and help keep more money in your pocket.
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.
For more information, visit Medina Law Group or Private Client Capital Group.
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