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As clients start taking income from their various retirement vehicles, they also start incurring taxes, which could make a huge difference in their lifestyle. Here are some examples of taxes that will affect your clients, plus ways you can adjust.
If you take a quick look at the history of taxes in the U.S., you'll see that taxes have a volatility all their own. So how do you protect clients against future tax bills when you have no idea where rates are headed? Hedge by using strategies that diversify clients' holdings across today's—and possibly tomorrow's—rates.
Many clients assume that, when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea— but not always.
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