Taxes can change a lot in retirement due to the change in how you are receiving your income. Taxes can also change due to legislation.

Both a CFP® and a CPA can help you save money and reduce what you pay in taxes in retirement, but they are going to do it in different ways. The best way to make sure you are not paying too much tax in retirement is to work with both a CFP® and a CPA together.

Questions? Email us at [email protected], call us at (919) 535-8261, or visit our website at CardinalGuide.com.