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EDUCATION
How Tax Planning Changes Through Four Stages of Retirement

Webinar Series

February 2022

 

In case you missed our most recent webinar, "How Tax Planning Changes Through Four Stages of Retirement," you can view it below.

Webinar Summary: 


Do you have a tax plan in retirement?  Planning for taxes in retirement is a topic that can sometimes be overlooked. Making tax mistakes can be costly. This presentation will review essential tax planning strategies for those in pre, early, mid, or late stages of retirement. Here are just a few of the items covered in the presentation:
 

-  Tax traps within Social Security and Medicare

-  Managing tax-efficient withdrawals from your investment accounts

-  Considerations for Roth IRA conversions

-  Charitable giving and tax planning