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 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.
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