A Concise Guide to Taxes in Retirement Updated for Trump’s 2018 Tax Code Changes

Bruce Larsen’s A Concise Guide to Taxes in Retirement has just been updated for the extensive changes to the 2018 tax code.

Bruce’s book was written with middle-class and upper-middle class individuals in mind. It lays out a number of scenarios and situations where a retirement plan or other aspects of retirement income or assets can be impacted by taxes and offer advice, insight and strategies for common and uncommon situations.

A Concise Guide to Taxes in Retirement  also includes a state-by-state breakdown of applicable laws and regulations relating to state income taxes.

You can buy the book through Amazon in ebook or print format, or, you can get a free copy of the print version for a limited time. 

Go here to order a copy of the book or you can call Natalie at 303-694-1600. 

If you have a question or comment about the information in this article or would like to schedule an appointment to speak with one of our financial advisors, please fill out the form and we will be back touch.

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