About

Our goal is to provide strategic and practical advice for those who are approaching retirement or are already retired.  This site exists to help empower people to live their most tax-efficient life possible.

We are building this site with you in mind. So let us know if there’s any topics you would like to see written about.

Tax Savvy Retiree is written and curated by:

Richard Heckard, CPA

Steven Howell, CPA, MBA