Tax Efficient Retirement

Tax Efficient Retirement

Middle income retirees can easily be taxed on 85% of their Social Security income and may face Federal Tax rates as high as 55% on each additional withdrawal from a retirement account.

This program will show you why taxes are different in retirement and how to avoid key pitfalls in how you harvest income from various accounts.

Target audience:

Adults, 50+

Event type:

Money & finances

Presenter: