ClearPath Financial Partners - Flexibility in Retirement

Radio Worcester’s Talk of the Commonwealth · Aug 3, 2026 · 23m

This episode of the ClearPath Financial Partners podcast deals with flexibility. How retirees can optimize their tax situation through strategic planning and income management. Rather than simply minimizing taxes in any given year, Ryan Kittredge, President, Financial Planner, ClearPath Financial Partners emphasizes the importance of coordinating multiple income sources—including Social Security, pensions, pre-tax retirement accounts, Roth accounts, and taxable investments—to manage tax brackets effectively throughout retirement. "By paying less today, you may be sort of snowballing up the…