Broker Check
27 Feb
How Tax Planning Changes Through Four Stages of Retirement Webinar


Retirement brings major tax changes that can catch people off guard. This webinar
will overview how tax planning must adapt across four phases of retirement: preretirement
(age 50-60), early retirement (age 60-70); middle retirement (age 70-80),
and late retirement (age 80+). We will cover key topics such as Medicare premium
surcharges, managing tax brackets, charitable giving techniques to reduce taxes, and
estate planning considerations. You'll learn concrete strategies to optimize taxes at
each stage. The goal is to maximize income and minimize taxes across your
retirement. We hope you can join us!

Date and Time

Tue, Feb 27, 2024

6:00p - 7:00p EST


Online Webinar


Event Registration

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