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Tag Archive: retirement planning with tax diversification

A Taxing Choice: How to Save for Retirement

A Taxing Choice: How to Save for Retirement

By Joseph Carter Gray, CLU® | Pacific Insurance Group, Inc It’s been said the only certainties in life are death and taxes, to which Will Rogers famously quipped that, “death doesn’t get worse every time Congress meets.” Life is full of surprises but your retirement should not be one of them.  Do you think that taxes will be higher or lower in the future? Tax diversification can help counter the ever-changing tax environment and provide flexibility in retirement. Tax diversification refers to placing your money...

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