South Carolina Business Review

Five retirement income tax strategies

By Mike Switzer

Published October 15, 2024 at 6:30 AM EDT

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Jeremy Finger, certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC

Once you are retired, you’ll find yourself keeping a much closer eye on your cash flow. Unless you’re independently wealthy, of course. But most retirees are on a fixed income. Our next guest says that finding ways to reduce taxes can certainly be helpful. Mike Switzer interviews Jeremy Finger, a certified financial planner with Riverbend Wealth Management in Myrtle Beach, S.C.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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