Importance of Slashing AGI

Minimizing adjusted gross income on your tax return reduces other retirement expenses. For example, $1 of additional AGI can bump your premiums by more than $500 annually.

A host of additional costs and taxes are imposed when income is “too high.” For the full story and the strategies to consider see our April 2013 visit. It’s more important than ever to manage your taxes in retirement.

RW August 2013