Family Focused Tax Planning

When you think about retirement planning, the first thing that usually comes to mind is: “Will I have enough saved to live comfortably?”

A close second is (or we think it should be!) about taxes: how much of my income will go to tax? 

Here’s what most people don’t realize: retirement taxes don’t just affect you. They can also create big headaches for your spouse, your children, and even your grandchildren.