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Investec Wealth Strategies
These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com
Investec Wealth Strategies
4 Yearlong Tax Tips for Retirees
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Investec Wealth Strategies
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Season 1
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Episode 11
During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these four tips in mind throughout the year.
This is the audio version of a blog posted on our website (investecwealth.com) on August 3, 2020. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.