How can I maximize my income and minimize my taxes when I retire?

There are a number of questions to consider when planning retirement. Every situation is unique and we will factor in your variables in our recommendations for allocation and timing.

• How many years do you have to build a retirement portfolio? 
• What income will you require to meet your spending plans? 
• Do you have health considerations that will impact your choices? 
• What investments, sources of income and other resources will you have available for retirement? 
• What factors might affect your tax liability?