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Peterson Financial Group
Eric Peterson is the founder of the Peterson Financial Group, a full-service firm dedicated to cutting-edge strategies and practical core values. He is a Registered Financial Consultant (RFC) and an active member of the Ed Slott Elite IRA Advisors Group. Peterson received an MBA from Drake University and is a veteran of the U.S. Air Force. He is the host of the Retirement Ready radio show and author of Preparing for the Back Nine of Life: A Boomer's Guide to Getting Retirement Ready.
Even if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you're missing.
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Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But there are ways to ease that burden.
Before you decide to turn on your Social Security, pension or some other income stream in retirement, consider the big picture. You have some control over the taxes you’ll pay in the future if you plan it right now.