Helping you understand a new, complex world.

Tax Planning Through the Four Stages of Retirement

We can help you

avoid paying more taxes in retirement than expected.

It’s important to make informed decisions about the tax implications of tapping different accounts and learning how it can be costly. Good choices through understanding of tax rules can lead people to paying less taxes and seeing their savings rise.


Watch our tax planning webinar:

Feel confident about your approach to retirement.

Want to learn more?


Tom Wesner

Summitt Advisors

901 4th St. Ste. 230
Hudson, WI 54016

(612) 326-0988

Everyone’s tax situation is different. You should always consult a qualified professional tax advisor to discuss your specific tax situation, especially about these topics:

Traditional IRAs (tax-deferred): You must pay taxes on distributions or conversions at ordinary federal and state rates. Roth IRA (non-deductible): Money grows tax-free and earnings may be withdrawn tax-free in accordance with IRS rules. State taxes: This presentation references federal taxes. You may still face state taxes. Check with your tax professional.