Broker Check
29 March
Webinar - How Tax Planning Changes Through The Four Stages of Retirement


Uncover the Hidden Taxes and Penalties That Steal Your Hard-Earned Money So You Don't Pay More Than Expected Throughout Your Retirement

Planning for retirement can be overwhelming, especially when it comes to tax planning.

The four stages of retirement present unique challenges when it comes to managing taxes and minimizing the impact of penalties.

In this webinar, participants will learn about the hidden taxes and penalties that can erode retirement savings and how to avoid paying more than expected throughout retirement.

The event will cover various retirement surprises that individuals need to prepare for, including the impact of inflation, the cost of living longer, maintaining a retirement lifestyle, and the escalating cost of healthcare.

Participants will also learn about the tax strategy needed to anticipate when and how assets should be tapped to cover personal expenses, understand the range of taxes faced during various stages of retirement, and manage actions to pay as low a tax rate as possible.

Retirement Surprises That You Need to Prepare For...

  • Don't Be A Victim of Inflation! The Harsh Reality of Future Costs and How They Could Impact Your Savings
  • The Other Side of Living Longer: The Shocking Truth About How Much More Money You'll Need to Survive in Retirement
  • Retirement Reality Check: The Facts About Maintaining Your Retirement Lifestyle and the Hidden Expenses You Can't Ignore
  • The Health Care Bombshell! How to Help Protect Your Retirement Nest-Egg From Skyrocketing Medical Costs When You'll Need It Most

Date and Time

Wed, Mar 29, 2023

6:30p - 7:30p EST


Zoom Webinar


Event Registration