Taxes and Your Retirement

Original Webinar Date: Tuesday, February 9, 2021. REPLAY AVAILABLE BELOW

There have been three major pieces of tax legislation in as many years.  Given the pandemic and the need for further economic stimulus, we believe more changes are on the way.

The need for tax planning will only grow more serious as government budget deficits expand and promises under entitlement programs swell. Proper tax planning could reduce your expenses in retirement by potentially limiting the cost of taxation—because it is not ONLY about the size of your nest egg but also about how you crack it open.

We believe that part of what makes our practice different is the incorporation of taxes in the discussion of financial planning. This webinar explores the need to make tax planning a central part of your financial plan.

This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.