New Webinar Series: Tax-Efficient Retirement Workshop

New Webinar Series: Tax-Efficient Retirement Workshop

January 10, 2023

Don’t let taxes ruin your retirement!: Tax-Efficient Retirement Workshop: 3 Part Series

Video #1: Marginal Tax 

Do you want to lower your tax bill? 

Middle income retirees can face Federal Tax rates at nearly 50% on each additional withdrawal from a retirement account. Check out this educational webinar series for important information on why taxes are different in retirement and ways to avoid key pitfalls in how you harvest income from various accounts. 

 You will learn how to: 

  1. Understand the current tax rules 
  2. Identify misconceptions about your taxes in retirement 
  3. Utilize the tools and strategies available to middle income retirees 
  4. Implement an action plan 


Watch On Demand Now!