Tax Planning Strategies for Retirees
Get an inside look at some of the best tax planning strategies to incorporate into your retirement plan.
What You Will Learn
Our Retirement Playbook series will give you a behind-the-scenes look at the planning strategies and techniques used by the top wealth management firms.
Income Deferral vs. Acceleration
Our Retirement Playbook series will give you a behind-the-scenes look at the planning strategies and techniques used by the top wealth management firms.
Tax Planning Pitfalls
Understand the common mistakes people make when implementing tax planning strategies without a clear understanding of how their tax return impacts other aspects of their retirement plan.
Roth Conversions
Learn the ins and outs of tax planning strategies such as Roth conversions and accelerating capital gains.
About Birchcreek
Birchcreek Wealth Management is an independent, fee-only, wealth management firm located in Dayton, Ohio.
We specialize in working with individuals and couples who are preparing to retire or who have already reached retirement.
Our experienced advisors help clients remove the stress and uncertainty of retirement so they can focus their time and energy on doing what they love.
About the Author
Matt has 15 years of experience in the wealth management industry. His experience helping clients navigate the 2008-09 Financial Crisis turned what was just a job into a passion. As a wealth advisor, Matt combines his interest in financial markets with his desire to help people reach their goals.
His areas of expertise include:
- Investment Management
- Retirement Income Planning
- Small Business Tax Planning
- Executive Compensation Planning
Matt is a Business Finance graduate from the University of Dayton and obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2009.
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