Taxes have been a concern for many Americans for decades now. With rising deficits, debt on the federal, state and municipality level, where does that leave the taxpayer?
As we head towards retirement most Americans have squirreled away a fair amount of assets “tax-deferred”. But what are the assets truly worth?
At this educational workshop you will learn how taxes can change the outcome of your retirement. We will discuss current tax law, potential changes to those laws and strategies to get to as close to “tax-free” in retirement as you can. We'll review samples of retirement analyses and strategies setting you up for transition to a more favored tax position with your savings; and “tax-free” legacy concepts to consider.
David Weyner (Securities Licensed; Retirement Planning & Wealth Preservation, LTC Partnership certification). Following 20 years as a senior corporate executive, since 2007 Mr. Weyner has served financial and benefits clients in CT, NY and NJ. ...