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Steve Gaito: Control of Retirement | Certified Financial Planner

Controlling What You Can in Retirement

Lots of variables in retirement: Investment returns, inflation, health, longevity

While it is hard to control these areas, one area that can be efficiently managed is taxes. When and from where you pay them can have a significant impact on your retirement.

Tax risk and legislative risks are two major risks that anyone who has saved in a 401(k) or IRA must deal with. Learn how to take them off the table.

Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion

Steven W. Gaito, CFP®
Certified Financial Planner TM
Cell: 919-270-4100
110 Traders Cross, 1st Floor, Bluffton, SC 29909

Talk of the Town Hosted by Robyn Zimmerman

October-November 2023

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