In this on-demand class, Mikayla Raleigh, CFP® of Raleigh Wealth Solutions explains common retirement tax pitfalls and practical ideas to help Raleigh area retirees make informed planning decisions.
You will learn:
• Why your retirement tax bracket may not be as low as expected.
• How to identify common tax traps and avoid costly surprises.
• Practical steps to help keep more of what you have saved.
Mikayla Raleigh, CFP®, RICP®
Raleigh Wealth Solutions