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How Tax Planning Changes Through Four Stages of Retirement
May 5, 2021 @ 10:00 AM - 11:00 AM
This webinar will cover tax planning through four stages of retirement – pre-retirement and early/middle/late retirement. We will focus on the workings of two nearly universal benefits among the retired – Social Security and Medicare. The speaker will discuss how to avoid “tax traps” and other surprises during retirement that result from these and other programs.
Speaker: Jean Riordan, Vice President, CFP®, Vice President, LEXCO Wealth Management
Limited to first 100 participants
For more information contact: bruce@marketingsense2.com
Click here to register for this Tax Planing webinar.
Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227
