Taxes in Retirement Seminars
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
You’ll learn about:
We will equip you with the most up-to-date and comprehensive information on navigating the retirement tax maze.
Efficiently Harvesting Income Sources
This includes Social Security, 401(k)/IRA, other sources or a combination of them all.
The Official New Tax Reform Rules
You’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
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