Broker Check
18 Sept
How Tax Planning Changes Through Four Stages of Retirement

Description

In this webinar you will learn about four important 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.
  • You must plan how and when you will use taxable, tax-deferred and tax-free assets to manage your income and tax brackets efficiently.
  • Organize your assets for your family's benefit - estate planning still matters!

Date and Time

Wed, Sep 18, 2024

12:00p - 1:05p PST

Location

Webinar

Note

https://zoom.us/j/93529816979

PT1H5M

Event Registration

Will you be able to attend this event?