What We Do
Taxes in retirement: withdrawal order is one factor to consider
Your tax bill in retirement may be higher or lower than you expect, depending on where the money comes from.
What we look at
What we look at
- Pre-tax, Roth and taxable accounts, and the order to draw from them
- The years between retiring and required withdrawals
- How Social Security and required withdrawals can affect your taxes
- How New Hampshire’s tax rules fit in
Pending firm review — Social Security / RMD tax-interaction claim needs IRS sourcing; New Hampshire tax-rule claim needs NH DRA sourcing. Both required before publication.
We coordinate with your tax professional. Tax laws change and individual circumstances vary. Consult a qualified tax professional about your situation.
This page is educational. It is not tax, legal or investment advice.