10
March
Tax Planning Seminar March 10th @ 6 pm, Wednesday
Description
Please Join us for a Webinar on Tax Planning Presented by Johnathan Wilsey, NSSA®, Cetera Investors Assistant Vice President
What you need to know to help maximize retirement income.
Join us as we discuss:
• Before-tax vs. after-tax retirement savings
• The “tax-traps” of Social Security and Medicare
• The best order to use taxable, tax-deferred, and tax-free assets
• Tax considerations for smart generational planning
What you need to know to help maximize retirement income.
Join us as we discuss:
• Before-tax vs. after-tax retirement savings
• The “tax-traps” of Social Security and Medicare
• The best order to use taxable, tax-deferred, and tax-free assets
• Tax considerations for smart generational planning
Date and Time
Wed, Mar 10, 2021
6:00p - 6:30p EST