29
March
How Tax Planning Changes in 4 Stages of Retirement
Description
Are you preparing for retirement in the next 1-5 years?
Do you know how to estimate the REAL value of your 401(K) or IRA?
Are you aware of the tax traps of Social Security and Medicare?
If you are interested in receiving answers to the questions above, and many more, please join us for our brief "How Tax Planning Changes in 4 Stages of Retirement" webinar on Tuesday, March 29th at 12:30 PM.
Do you know how to estimate the REAL value of your 401(K) or IRA?
Are you aware of the tax traps of Social Security and Medicare?
If you are interested in receiving answers to the questions above, and many more, please join us for our brief "How Tax Planning Changes in 4 Stages of Retirement" webinar on Tuesday, March 29th at 12:30 PM.
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
Date and Time
Tue, Mar 29, 2022
12:30p - 1:00p EST