Broker Check
19 July
Savvy Tax Planning: How Tax Planning Changes Through Four Stages of Retirement


At this one-hour virtual webinar you will learn:

• The critical tax question you must answer before retirement
• The surprises that often make retirement more expensive
• What the Social Security "tax trap" is and how you can avoid it
• Why tapping assets in the wrong order can trigger higher Medicare premiums
• Why you need to manage taxes even before you retire
• The four stages of retirement and important tax actions in each stage
• IRA challenges and important considerations for rollovers
• What you need to think about when it comes to estate planning and taxes
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate

The spending phase of retirement is more complicated than the savings phase of pre-retirement. Unfortunately, tax
planning is often overlooked – this is like planning to lose money! You have to know what your "after-tax"
retirement savings picture looks like before retiring, and create a strategy.

Join us on:

Wednesday July 19th at 6:30pm

Register below to receive the Zoom link for yourself and any guests you may like to invite. Give the gift of education to your friends and family by inviting them as well! As it is virtual, the more the merrier!

We hope to see you there!

Date and Time

Wed, Jul 19, 2023

6:30p - 7:30p EST


Virtual Webinar


Event Registration