Retirement & Taxes

ABOUT THIS WEBINAR
Learn how to optimize your retirement income and reduce taxes!

According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have a plan for retirement?

Join us for the webinar event covering Taxes and Retirement Planning (including the top 3 retirement planning mistakes to avoid).

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.

It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to optimize your retirement income while reducing your taxes, this webinar is for you.
AGENDA
  • How to reduce or eliminate retirement and estate taxes
  • Financial strategies that could increase your retirement income and last a lifetime
  • Understand the new 2022 tax rules and their impact on your retirement
  • How to structure your retirement savings so you never have to worry about running out of money
  • Common misconceptions about retirement planning
  • Tools and methods available to retirees to help develop a retirement tax strategy
FEATURED PRESENTERS
  • Webinar hosting presenter

    Steve Lewit

    President - Co-Found & Advisor
    Steve believes that while money is very important, the activities and relationships we enjoy in life are much more important and that money is just fuel for the journey. This philosophy is derived from his 30 years of working at solving the...
    Full Profile
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