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