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Retirement Income Toolkit | Taxable Income

retirement income toolkit
Retirement Income Toolkit

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 watch the next video in the series.



Click the image below to view or download the infographics Sherwood details in the video.

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