- You’ve spent your career investing and building wealth with the intention of it carrying you through your retirement years. It’s important to understand that for most, much of that wealth is in pre-tax retirement accounts such as 401(k)s, IRAs, etc., which means tax has never been paid on this money, and Uncle Sam has been waiting for decades for his share.
Taxes may end up taking a significant percentage of that account if you don’t play your cards right. Whose tax plan do you want—your own tax plan, or the government's tax plan?
In this webinar, you will learn about the following and more:
Why tax planning is so important in retirement
How to save between 9.07%-25% on your IRA withdrawals
The three numbers every retiree needs to know post COVID-19
How taking control of your income will help you pay less in Medicare Surcharges and other phantom taxes retirees face
Register above to save your spot!
Date and Time
Thu, May 13, 2021
6:30p - 7:30p EST