You are invited to join us for an online informational workshop on Taxes in Retirement!

How Tax Planning Changes Through Retirement

An online workshop on how to pay fewer taxes in retirement.

Online Taxes in Retirement Workshop

Thursday, September 16th 10:00 AM EST

Thursday, September 16th 1:00 PM EST

Saturday, September 18th 9:00 AM EST

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!

 

You can watch the online workshop from your mobile device or computer.

1

Tax Planning

 

 

Identify the types of taxes you will face at various stages and why you need to manage taxes even before you retire.

2

3

Social Security

 

 

What the Social Security “tax trap” is and how you can avoid it and how taxes impact Social Security and Medicare.

Tax Strategies

 

 

The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.

4

Medicare

 

 

Why tapping assets in the wrong order can trigger higher Medicare premiums.

5

Avoid Mistakes

 

 

The critical tax question you must answer BEFORE retirement and mistakes to avoid when it comes to your investment portfolio, health care, and estate.

We will discuss the following:

Reserve your spot Today!

Why we created this online workshop:

 

 

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

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Financial advisory services offered through Covenant Wealth Advisors (CWA), a Registered Investment Adviser. Mark Fonville is an Investment Advisor Representative with CWA. Covenant Wealth Advisors does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. All e-mails sent to and from this address are subject to archival and review.