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Be Savvy. 
Save on Taxes.

Join Our Online
Free On-Demand
Savvy Tax
Planning for
Retirement Course
After you register, a
pre-recorded webinar will be emailed to you so you can view at your convenience.

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About this Webinar: How Tax Planning Changes Through the Four Stages of Retirement

Do you know how tax planning changes through different stages of retirement?

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Sign up now for this complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, to learn how to create a retirement tax strategy.

You will learn:

  • The critical tax questions to answer before retirement

  • The surprises that often make retirement more expensive

  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges

  • Mistakes to avoid when it comes to investments, Social Security, Medicare, and estate planning

  • And much more


Sign up today!


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