5 Often Overlooked Tax Strategies as You Approach Retirement

When you're working, you have limited control over the taxes you pay, because your salary largely determines your tax bracket. You owe what you owe, and that's about it. But once you retire and design your own paycheck to live off of, opportunities to better control your tax bracket suddenly open up.

(Image credit: JaggedPixels)

When you approach retirement, your financial situation changes, and that presents unique opportunities. One of those opportunities is an increased ability to better control your tax bracket.

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Kevin Webb, CFP®
Financial Adviser, Kehoe Financial Advisors

Kevin Webb is a financial adviser, insurance professional and Certified Financial Planner™ at Kehoe Financial Advisors in Cincinnati.  Webb works with individuals and small businesses, offering comprehensive financial planning, including Social Security strategies, along with tax, retirement, investment and estate advice. He is a fiduciary, ensuring that he acts in his clients’ best interests.