WEBINAR DETAILS
  • About
    Understanding, planning, and managing your taxes and Social Security benefits is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks from your job, and will have less time to recover from potential mistakes. In this class, we'll cover important rules, options, and strategies designed to help maximize your Social Security benefits, and minimize- or even eliminate- your tax liabilities on all of your retirement income sources.
  • Agenda
    • The SECURE Act and how the government wants to insert itself into your portfolio and legacy
    • The important differences between Taxable, Tax-Deferred, and Tax-Advantaged Accounts
    • Minimizing taxes on your IRA/401(k) Required Minimum Distributions and using Roth IRA tax laws to your advantage
    • How your Social Security and other assets are taxed, and what the upcoming income tax rate changes could mean to your financial future
    • Social Security rules, regulations, and strategies to consider BEFORE deciding to apply for your benefits
  • Price
    Free
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter Shaelyn Raleigh

    Brian Raleigh

    President & Founder
    Brian Raleigh has helped retirees and business owners craft effective income and tax strategies for the past 25 years. His comprehensive approach to planning is designed to help clients retire earlier, and his income strategies help keep clients...
    Full Profile
  • Webinar hosting presenter

    Mikayla Raleigh

    Wealth Advisor
    Mikayla is passionate about serving Raleigh Wealth Solutions’ select families and business owners, creating tax-efficient plans, and giving hard-working families confidence that their wealth will allow them to live the lifestyle they have worked...
    Full Profile
HOSTED BY
Powered by BigMarker