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Tax-efficient retirement income

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.

With your advisor, use this guide to assess the tax diversification of your current investment plan and what changes you could make to optimize your retirement income and pay less in 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.
  • Calculates the potential effect income taxes can have on your investments when making retirement withdrawals.