As of July 17, 2026, Ridgeback Capital Management is now operating at Avidian Wealth Solutions. For more information about this transition, refer to the full press release or our FAQ page.

Close button
Phone

Call us (281) 822-8800

Client Login

Published on: 02/08/2018

4 Tax Planning Tips for Retirees

Jeff and Donna Walsh called it quits after long careers in 2017, downsizing to a smaller, mortgage-free home in the process. The 64-year-old couple — their names have been changed for this article -– sold the spacious New Jersey home they’d owned for 20 years and relocated to a condo in Florida. Now they face fresh twists this tax-filing season — and a whole new set of tax challenges in the coming years.

See Full Article

Please read important disclosures here

Chevron right

Optimize Your Wealth

Gain access to a suite of wealth solutions and private investment opportunities with Avidian.
Let's Talk

Get Avidian's Free Market Report in Your Inbox

;