Tax Planning for Retirement in 2022:
The Good, The Bad and The Ugly
About The Workshop
If you are retired or plan to retire soon, it is very likely that taxes could be your largest expense during your retirement years.
Don't wait until retirement and don't even wait until tax time. The time to start your tax planning is now.
How do you reduce your lifetime tax liability? Start as soon as possible.
Tax Law Changes
Are ordinary income tax rates changing? Are capital gains rates changing?
We'll go through the latest updates on what changes are probable and what changes now appear to be unlikely.
Retirement Numbers You Need to Know in 2022
We'll discuss retirement plan contribution limits, cost of living increases and all the numbers you need to know in 2022.
Tax Strategies for 2022 and Beyond
Roth conversions, Charitable Giving Strategies, Qualified Charitable Distributions? Which strategies should you be looking at? A successful tax strategy for retirement does not look ONE year at a time. What's your strategy over the next 5 - 10 years?
Eric Blake, Founder and Lead Financial Advisor with Blake Wealth Management