14
Aug
How Tax Planning Changes Through Four Stages of Retirement
Description
At this webinar you will learn about the four keys to retirement tax planning:
- 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 plan for them, too
- You must plan how and when you will use taxable, tax-deferred, and tax-free assets to managing your income and tax brackets efficiently
- Organize your assets for your family's benefit - estate planning still matters
Date and Time
Mon, Aug 14, 2023
6:30p - 7:30p PST