How Tax Planning Changes Through Four Stages of Retirement

May 9, 2024

12:00 - 1:00 PM Central

About The Webinar

At Blake Wealth Management, we strive to help educate and inform you on the most important retirement topics and retirement news. We want to help you cut through the noise and focus on the information that will help you make educated decisions on your retirement future and Keep Retirement Simple.

The presentation will last approximately 45 minutes, with additional time provided for Q&A.

Do you know how tax planning changes through different stages of retirement?

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Join us for this complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, to learn how to create a retirement tax strategy.

You will learn:

• The critical tax questions to answer before retirement
• The surprises that often make retirement more expensive
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to investments, health care, and estate planning
• And much more!

This webinar is for educational and informational purposes only. It is not investment advice, nor a recommendation to buy, sell, or hold any specific security, nor an endorsement of any specific trading strategy. It will not provide an exhaustive list of considerations. You should have a meaningful discussion with, among other people, your financial advisor that goes beyond the topics covered here.