Tax-Savvy Retirement Planning Event


November 30, 2022

Oct. 12-13, 2022

(For prospective clients only)

    • Where do the markets, taxes, and economy go from here?
    • What could we expect from the Biden tax plan?
    • Are you using the tax code to your advantage?
    • Is it possible to be in the 0% tax bracket in retirement?
    • Tax brackets go up Jan. 1, 2026: What action should you take now?!
    • Five areas of retirement planning to consider before retiring
  • Three potential opportunities for current retirees to help reduce taxes

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