A tax-smart retirement income strategy for a hypothetical client



Create a 700- to 1,050-word report that outlines a tax smart retirement income strategy for a hypothetical client or for yourself.

List the client's tax relevant information, such as age, marital status, number of dependents, income and retirement savings level and any other pertinent information for tax planning.

Evaluate strategies for this client to save for retirement; focus on 2-3 different options.

Conclude and rationalize optimal retirement savings tax strategy for your client.

Click the Assignment Files tab to submit your assignment as a Microsoft® Word document.

Attachments area

Related Questions in business category

The ready solutions purchased from Library are already used solutions. Please do not submit them directly as it may lead to plagiarism. Once paid, the solution file download link will be sent to your provided email. Please either use them for learning purpose or re-write them in your own language. In case if you haven't get the email, do let us know via chat support.