Are you doing everything you can to keep as much money in your pocket in retirement? Many people are focused on tax preparation but not tax planning, and that’s something we have a blueprint process for clients. John Major is a Senior Tax Advisor on our team and takes us through the steps of that process on the show.

Read more and get additional financial resources here: www.mlnrp.com/podcasts/ep-3-creating-a-tax-free-retirement-blueprint 

Watch the video podcast: https://youtu.be/Rxf3ztsXRm0 

What we discuss on this episode: 

1:00 – Background on John

2:29 – Preparation vs Planning

4:00 – SECURE Act

5:02 – Our blueprint process