3 Strategies to Help Maximize Tax Efficiency in Your Retirement

Utilize these 3 strategies to help minimize your tax burden when you retire.

Do you have a solid plan for minimizing taxes in retirement? According to a recent Athene poll fielded by Kiplinger, about 2 out of 5 people don’t. In this video retirement income certified professional Rita Cheng, CFP®, reveals several strategies you can use to help maximize tax efficiency when it comes to your retirement. For additional retirement planning tips visit Athene.com or talk to a financial professional today.


This content was provided by Athene. Kiplinger is not affiliated with and does not endorse the company or products mentioned above.

Marguerita M. Cheng, CFP® & RICP®
CEO, Blue Ocean Global Wealth

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor℠ and a Retirement Income Certified Professional. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning.