Broker Check
09 Dec
Tax Planning Webinar


At this webinar you will learn:

You need a retirement tax strategy that will:
  • Identify the types of taxes you will face at various stages 
  • Address how taxes impact Social Security and Medicare 
  • Plan when to tap different accounts so you don't overpay taxes 

Attend this complimentary webinar and you will learn:
  • The critical tax question you must answer before retirement 
  • The surprises that often make retirement more expensive 
  • What the Social Security "trap tax" 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, including tricky IRA challenges 
  • Mistakes to avoid when it comes to your investment portfolio, healthcare, and estate 

To register for this webinar please click on the link below:

Date and Time

Wed, Dec 09, 2020

11:00a - 12:00p EST


Harford Financial Group Webinar


Event Registration