Preview Mode Links will not work in preview mode

Mar 23, 2022

Matt Adams, CPA, CFP® with Dowling & Yahnke in San Diego, CA joins Charlie Jordan to discuss taxes in retirement. We talk about tips and strategies for reducing taxes at three stages of retirement: 
  1. Those retiring within the next year
  2. Those who retired with the last year
  3. Those who have been fully retired for over a year
To download a copy of The Elements of Retirement self-assessment and to subscribe to the Retiring Well Connection, visit us at