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The Retiree's Tax Playbook

7 decisions that will define your retirement income.

For most retirees, the IRS is the single largest expense in retirement, bigger than housing, bigger than healthcare. The Boerne Retiree’s Tax Playbook is a plain-language guide to the seven decisions that shape your lifetime tax bill, written for people at, near, or in retirement in Boerne, the Hill Country, and across South Texas. Enter your details to get your free copy.

What you will learn

  • Why the IRS is likely your biggest retirement expense, and what to do about it.
  • The order to draw down accounts to manage taxes over your lifetime.
  • How required minimum distributions can spike your taxes, and how to plan ahead.
  • When a Roth conversion makes sense, and when it does not.
  • The hidden tax traps that catch retirees, from Social Security taxation to Medicare surcharges.

Why this matters now

The years just before and after you retire often hold the best tax-planning opportunities of your life, and they are easy to miss. A reactive, year-by-year approach to taxes can quietly cost you tens of thousands of dollars over a long retirement. The Playbook helps you see the opportunities while you can still act on them.

Who this is for

This guide is written for individuals and couples ages 55 to 70 who want to keep more of what they have built. It is produced by Kraus Capital, an independent, fee-based fiduciary firm led by Brian Kraus, a CERTIFIED FINANCIAL PLANNER™ professional with more than 27 years of experience.

Related reading

Want to go deeper before you book? Start here:

Retirement Tax Planning

The Legacy Blueprint

Social Security Optimization

After you download

Once you have the guide, the natural next step is to see how it applies to your own situation. A free assessment takes about 15 minutes, costs nothing, and carries no obligation.
Get Your Free Assessment
Questions? Call us at 210.224.1600.

Disclosures

Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.

Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.

Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results. 

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