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DTSTART:20210314T070000
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DTSTART:20211107T060000
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DTSTART;VALUE=DATE:20210323
DTEND;VALUE=DATE:20210324
DTSTAMP:20260417T130229
CREATED:20210105T214754Z
LAST-MODIFIED:20240520T113820Z
UID:992-1616457600-1616543999@elevate-wealth.com
SUMMARY:Webinar: Tax Planning Through the Four Stages of Retirement
DESCRIPTION:Time: 10:00am or 6:00pm | Cost: Free\nSpeaker: Deanne Rosso\, CFP®\, President and Wealth Adviser \nTax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. \nJoin us as Deanne Rosso\, President/CEO and Wealth Adviser at VFS\, educates attendees on retirement tax strategies that will: \n\nIdentify the types of taxes you will face at various stages\nAddress how taxes impact Social Security and Medicare\nPlan when to tap different accounts so you don’t overpay taxes\n\nAt this workshop\, you will learn: \n\nThe critical tax question you must answer BEFORE retirement\nThe surprises that often make retirement more expensive\nWhat the Social Security “tax trap” is an how you can avoid it\nWhy tapping assets in the wrong order can trigger higher Medicare premiums\nWhy you need to manage taxes even before you retire\nThe four stages of retirement and important tax action is each stage\, including tricky IRA challenges\nMistakes to avoid when it comes to your investment portfolio\, health care\, and estate\n\nWatch The Webinar \nQuestions?\nmarketing@vickeryfinancial.com
URL:https://elevate-wealth.com/event/tax-planning-through-retirement/
CATEGORIES:Webinars
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