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Why Today s Retirees Need to Pursue Tax-Minimization Strategies

Getty Images Today’s retirees face many obstacles, from an unpredictable market to a lack of guaranteed income in retirement. While these are important challenges to address, they would be remiss to ignore their future tax burdens. We’ll likely see increased taxes in the future, and this will affect today’s retirees more than tax increases have affected retirees in the past. Retirement Then vs. Now Today’s retirees are the first IRA generation: Whereas previous generations could primarily rely on Social Security benefits and pensions to cover their retirement expenses, many of today’s retirees find themselves having to fund a much larger portion of their retirement through their own pre-tax retirement accounts. And while retirement accounts such as 401(k)s and IRAs have significant benefits, they also come with downsides, namely that all of the withdrawals in retirement are taxable as ordinary income at the current tax rates in our country.

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US in the news: Asset manager buys San Francisco wealth firm

US in the news: Asset manager buys San Francisco wealth firm
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Mercer Advisors Acquires Epstein & White Financial, LLC

Mercer Advisors Acquires Epstein & White Financial, LLC Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in California News provided by Share this article Share this article DENVER, March 10, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as EWF ), a respected wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. EWF was founded in 2013 by Brad White, CFP® focusing on delivering comprehensive wealth management services to their mass affluent and high net worth (HNW) clients. EWF has over twenty (20) team members who will be joining the Mercer Advisors team.

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