Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

Close button

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