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FREE LIVE WEBINAR

How Tax Planning Changes Through Four Stages of Retirement 

Let me help you understand how taxes work in retirement! I can help you apply the tax code in an organized and efficient way!

Let me help you understand how taxes work in retirement! I can help you apply the tax code in an organized and efficient way!

Do YOU know how tax planning changes through the four stages of retirement? It's harder than you think and it needs careful planning. Find out how!

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. I will help you learn what's involved in creating a retirement tax strategy.

Attend this webinar and you will learn:

Attend this webinar and you will learn:

  • The critical tax question that you must answer BEFORE retirement
  • The surprises that often make retirement more expensive
  • What the Social Security "tax trap" is and how you can avoid it
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Why you need to manage taxes even before you retire
  • The four stages of retirement and important tax actions in each stage, including, tricky IRA challenges
  • Mistakes to avoid when it comes to your investment portfolio, health care, and estate
I look forward to seeing you there!

I look forward to seeing you there!

Presented by :

Dave Denniston, CFA

The Capital Advisory Group