Tax Efficient Retirement Income
Wednesday, February 19, 2025, at 12:00 PM
Join us for a conversation about important considerations as you get closer to retirement. Offer strategies to implement while participants are accumulating future sources of tax-deferred, tax free and taxable retirement income. For those ready to retire, learn withdrawal sequencing strategies to help optimize Social Security benefits, lower taxes, extend the longevity of a retirement portfolio and improve tax impacts on widows and heirs. All are welcome to participate.