How to Save Taxes and THRIVE in Retirement Webinar

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  • Опубликовано: 22 янв 2025
  • Questions about your retirement in today's new normal?
    During our time together, Nick Defenthaler, CFP®, RICP® discusses:
    
    Overview of our current, historically low tax environment that is set to expire over the coming years.
    Several of the most common tax pitfalls retirees will face in retirement.
    Review strategies to recreate your retirement income in the most tax efficient manner possible.
    Learn more about the power of Roth IRA conversions and how to gift to charity and actually receive a tax benefit!
    Tax smart investing - give less to Uncle Sam and keep more money in your pocket!

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