Protect Your Portfolio (Retirement and the Taxman)

Date: Thursday, February 29 · 8:30 PM - 9:45 PM EST
Location: Online

…featuring Christi Powell: Nowhere does it tell us to give the taxman more than we must.

Depending on the source of the funds to pay living expenses in retirement, you may face very different tax rates. You want to have an organized plan that manages tax efficiently and also addresses IRMAA.

You need a retirement tax strategy that will:

identify the types of taxes faced at various stages address how taxes impact Social Security and Medicare and plan when to tap different accounts so you don’t overpay taxes.

Join us as Christi Powell shows just how to do that!

Event Home: https://www.betterinvesting.org/chapters/heart-...