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