4 Yearlong Tax Tips for Retirees

08/03/20 • 6 min

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these four tips in mind throughout the year.
This is the audio version of a blog posted on our website (investecwealth.com) on August 3, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.

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Take the Money Now, or Get it Monthly?

Should you take your ExxonMobil, Chevron, or other company pension benefit as an annuity or as a lump sum? Our Investec blogger addresses issues you might be concerned about.
This is the audio version of a blog posted on our website (investecwealth.com) on July 27, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation. Information about the ExxonMobil Savings Plan is believed to be accurate, but no guarantees can be made, as Plan details are subject to change by the Plan sponsor. The author is not an employee of ExxonMobil and his views are his own.

Next Episode

6 Common Financial Stress Triggers & How to Overcome Them

72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
This is the audio version of a blog posted on our website (investecwealth.com) on August 17, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.