Tax management is one area of financial planning that remains essential throughout retirement.  Your investment strategy shouldn’t be based solely on taxes. The opportunity to manage, defer and reduce taxes should always be considered. You can manage taxes by considering the timing of when investments are made, as well as the selection of investment.

 

Your goals and strategies may change over time, ensuring your assets are growing tax efficiently and minimizing your tax liability is just as important in your preservation phase of life as it is when you were accumulating for retirement.