You are enjoying retirement, cruising along when all of a sudden you get RMD Tax Torpedo shot at you. That’s right, many do it yourself retirement planners are learning the hard way that taxes are still an issue in retirement. Let’s say
The good news is that you can make a plan that works better than re-arranging the deck chairs on the Titanic. You can strategize which accounts to take income first, possibly delaying taking your social security and gently sail past the iceberg. Call us today; we would love to help you enjoy your retirement without having to man the
Mike
Mike Mickels is President of CochranMickels Retirement Specialists and an avid sporting clay competitor. CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. They also provide retirement and benefits training to Federal employees. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. CochranMickels and Cambridge are not affiliated. Mike Mickels is President of CochranMickels Retirement Specialists and an avid sporting clay competitor. CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. They also provide retirement and benefits training to Federal employees. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. CochranMickels and Cambridge are not affiliated.