Taxes in Retirement -Gaining Tax Clarity
Gaining Tax Clarity
Taxes can be one of our largest expenses in retirement, and we often see that it has not been addressed when reviewing a person's planning. Join us for this informative program on taxes in retirement. There is too much packed into this class to list everything we will touch on, but you will find a sample below.
Understanding Current Tax Legislation.
What is my marginal tax rate, and why does it matter to my planning?
We will discuss the interactions between different income types.
Strategies that may reduce lifetime taxes
Steve Aul -President & CEO of Aul Financial Group
ChFC®,CLU®, RICP, IAR -- Known to his colleagues and clients as a seasoned and experienced independent financial professional, he regularly conducts financial workshops and hosts “The Aul Financial Hour — Your Money Matters” radio show on KMOX 1120 AM every Saturday at 7AM. Steve has also co-written articles for CNN Money, Fortune, and Forbes.