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Your Retirement Years and Your Personal Satisfaction

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Mike recently retired after a 46 year career calling his own shots as a small business owner.  He and his wife, both 73, want to travel a little more and make a few improvements to their home over the next two years. Now that Mike has begun receiving distributions from his retirement savings plan his tax advisor warned him that he might have a larger tax responsibility because those retirement savings and the buy-out funds he received on the sale of his business have never been taxed. In addition, Mike has more investment concerns than before since he knows his peak earning years are behind him.  Many of us are like Mike, and some of us will be in his situation before too long.

You can reduce your income taxes on some of those retirement distributions and shift some of those investment worries - find out how in our latest Ideas for Retirement guide.

Because some of our retirement savings have never been taxed planners tend to think of those assets as "tax-cursed" accounts.  Retirees have a remarkable opportunity to avoid a common problem with "tax-cursed" property using one very simple idea. Find out what it is in our Ideas for Retirement guide.

Recent changes to our tax code allow retirees and others to make larger tax-wise gifts to charitable organizations like The Leukemia & Lymphoma Society (LLS).  Find out more by requesting your copy of our Ideas for Retirement guide.

You can help support our work in fighting blood cancers and save lives though wise gift planning. During the last 60 plus years LLS has invested more than $875 million to develop blood cancer therapies helping to double, triple and even quadruple the survival rate for many blood cancers.   Contact Ed Rodbro, National Director of Planned Giving at legacy@lls.org  or 888-773-9958 for more information.  We will send you our free pamphlet Ideas for Retirement detailing planning strategies that may help to make your retirement years even more satisfying. There is never a cost, obligation or sales promotion of any kind associated with your inquiries.

last updated on Wednesday, December 18, 2013

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