FREE WEBINAR
About The Webinar
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.
Sign up now for our 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
Sign up today!
Thursday, May 9th at 12:00 PM Central
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.