Stretch Your Retirement Savings with Multi-Year Tax Planning

As people wind down their careers and begin picturing what retirement will look like, it's important that they consider a few big questions. Where will their income come from? How will taxes affect their cash flow? And how do they determine what asset drawdown strategy makes the most sense for their unique financial situation?

While the specifics of tax law change from year to year, we recently saw large-scale change to the tax code that impacted the majority of Americans. The passage of the Tax Cuts and Jobs Act (TJCA) in late 2017 resulted in many financial planning opportunities. As soon as the law passed, my firm began meeting