03
March
Tax Planning Webinar
Description
At this webinar you will learn:
You need a retirement tax strategy that will:
Attend this complimentary webinar and you will learn:
To register for this webinar please click on the link below:
https://attendee.gotowebinar.com/register/2351938247289084939
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:
https://attendee.gotowebinar.com/register/2351938247289084939
Date and Time
Wed, Mar 03, 2021
12:00p - 1:00p EST