The first of two pages of the chart includes the following information:
Income tax brackets for each type of filing status,
Describes the three main types of retirement investment accounts,
Lists ten tax-efficient retirement portfolio strategies,
Defines key draw down concepts,
Gives a tax structure overview,
Describes the tax-efficient draw down decision matrix, and
Reviews the basis recovery rules of retirement accounts.
The second page describes:
The various types of retirement income, and
How the various types of retirement income