10
March
Webinar on: How Tax Planning Changes Through the Four Stages of Retirement
Description
Join us as we discuss:
• Before-tax vs. after-tax retirement savings
• The “tax-traps” of Social Security and Medicare
• The best order to use taxable, tax-deferred, and tax-free assets
• Tax considerations for smart generational planning
• Before-tax vs. after-tax retirement savings
• The “tax-traps” of Social Security and Medicare
• The best order to use taxable, tax-deferred, and tax-free assets
• Tax considerations for smart generational planning
Date and Time
Wed, Mar 10, 2021
6:00p - 7:00p EST