In the second of a multi-part sponsored series, Brendan Payne and Jeng Chiu, both vice presidents of national sales consulting at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, why taxes matter in retirement and the importance for financial professionals to create retirement income strategies that help clients minimize income taxes over the course of a long retirement. Important Disclosures (delawarelife.com)
Learn more in the article Taxes Matter in Retirement, and download Delaware Life’s advisor resources, including a list of hidden tax traps, a job aid for using Form 1040 for gathering asset information, and 2021 tax guide card.
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