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Tax-efficient retirement income

The last thing you want to discover once you’ve retired is that you have less income than you’d planned, because you didn’t consider the impact of taxes.

Use this guide to help determine if your current investment plan is tax-diversified and see how making adjustments may help you optimize your retirement income and pay less taxes.

Our tax-efficient retirement income (TERI) guide:

  • Illustrates how diversifying your investable assets by how they are taxed may help you achieve your retirement goals.
  • Provides an interactive experience that shows how making changes could potentially impact your retirement income.