Taxes 2Charles Hall2022-07-25T14:27:09+00:00

Did you know…?

Retirees will owe taxes on their retirement income withdrawals. This can equate to 15, 20, or even 30 years of future tax liabilities while one is no longer earning an income.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

SWG 3756162-0824

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