In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses in on "taxable income." He looks at 3 areas of income: Qualified Income, Capital Gains, and Section 199A Income. He then explains how these types of income are taxed differently.
Click below to find out more about this 7-part video series!
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