How can you lower your taxes? Tax planning is one of the most important strategies when it comes to ensuring you don't pay a dime more in taxes than you need to.

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 - Introduction
1:03 - 4 Ways To Lower Taxes
2:03 - Tax Example
3:35 - Where Should Income Come From?
4:54 - Asset Location
8:42 - It's About More Than Just Dividends
9:45 - What's The Real After-Tax Return?
11:17 - Understanding IRMAA Surcharges
13:20 - It's About The Strategy

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