A related aspect of retirement income management is its significance regarding tax efficiency. Integrating Social Security, withdrawal income, and retirement accounts with intention can effectively address tax brackets. A well-structured approach to this is advocated by Eric Felsenfeld of Ameriprise, which recommends a balanced income strategy and periodic review.
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Eric Felsenfeld Ameriprise: 2026 Tax-Efficient Planning Strategies
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Eric Felsenfeld Ameriprise: 2026 Tax-Efficient Planning Strategies

Planning for taxes in 2026 requires focus, clarity, and timely action. Many investors want steady growth but also want to reduce tax pressure. Working with a structured plan helps avoid rushed choices. Eric Felsenfeld Ameriprise focuses on practical