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.
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.

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.
-
Markets Are Quiet Ahead of Fed Day: Stock Market Today
Investors, traders and speculators appear to be on hold amid an unusually fraught Fed meeting.
-
Quiz: Test Your Knowledge of the OBBB, Wealth Transfer and Early Retirement
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement questions.