Free Webinar

Tax Management Leading Up to and Into Retirement Webinar

About the Webinar

Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy?

In this webinar, learn about:

  • Key provisions of the One Big Beautiful Bill Act and what they mean for your retirement planning

  • The 3 Strategies to a tax-efficient retirement. 

  • The SECURE Act and the impact of its passing on your retirement Savings.

  • How rising taxes may affect your retirement cash flow & reduce your purchasing power.

  • Possible tools and strategies available available to retirees to help develop a retirement tax strategy. 


    Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

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  • Joseph Disalvo

    Presenter

  • Marie Madarasz

    Presenter

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