Broker Check
24 March
How Tax Planning Changes Through Four Stages of Retirement


In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Sign up now for my complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, to learn how to create a retirement tax strategy.

You will learn:

  • The critical tax questions to answer before retirement
  • The surprises that often make retirement more expensive
  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
  • Mistakes to avoid when it comes to investments, health care, and estate planning
  • And much more

Date and Time

Thu, Mar 24, 2022

6:30p - 7:30p PST


Via Zoom


Event Registration