16 Feb
Taxes in Retirement


There are three different types of income when it comes to taxes in retirement.  Tax Now, Tax Later and Tax Advantaged.  In this educational webinar, learn how proactive planning can keep you from giving even more of your hard-earned money to the IRS. Understand why most people overpay in taxes on their IRA withdrawals; how partial Roth conversions can move your IRA from forever taxed to never taxed; the powerful impact of Tax Loss Harvesting and building a war chest of losses to offset capital gains the Right Way and how to withdraw from your accounts by design rather than by default (Blending Income Streams) to minimize tax and maximize income. This course is designed for pre-retirees or recent retirees. 

Registration is required and spots are limited.  

Date and Time

Thu, Feb 16, 2023

6:30p - 7:30p EST



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