07
May
Webinar: How Tax Planning Changes Through Four Stages Of Retirement
Description
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
In this webinar you will learn about four fundamentals:
In this webinar you will learn about four fundamentals:
- You have to know what your after-tax retirement savings picture looks like BEFORE retiring.
- Social Security and Medicare have “tax traps” and you need to account for them, too.
- You must strategize how and when you will use taxable, tax-deferred, and tax-free assets to balance your income and tax brackets efficiently.
- Organize your assets for your family’s benefit—estate planning still matters!
Date and Time
Thu, May 07, 2020
4:00p - 5:00p CST
Location
Zoom Webinar
Note
Webinar details will be sent to individuals after they have registered.