Tag: Retirement Tax Planning
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David and Anna are entering retirement with a deep appreciation for the simpler things in life. David, 65, a retired high school teacher, now spends his time volunteering at the local community center. Anna, 63, recently retired from her role as a bookkeeper and enjoys part-time work at a small garden center for the social…
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The Comfortable Austin Life Robert, a 68-year-old former aerospace engineer, and Susan, a 65-year-old retired high school principal, had created what appeared to be a perfect retirement in Austin, Texas. They met at the University of Texas forty years ago and built a life centered around family, community, and sensible saving. Their two daughters were…