You are invited to join us for an online informational workshop on Taxes in Retirement!
Identify the types of taxes you will face at various stages and why you need to manage taxes even before you retire.
What the Social Security “tax trap” is and how you can avoid it and how taxes impact Social Security and Medicare.
The four stages of retirement and important tax actions in each stage, including tricky IRA challenges.
Why tapping assets in the wrong order can trigger higher Medicare premiums.
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:
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.
Financial advisory services offered through Covenant Wealth Advisors (CWA), a Registered Investment Adviser located in Richmond and Williamsburg, VA. 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. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from Covenant Wealth Advisors. Award Winning: Covenant Wealth Advisors was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. Expertise.com voted Covenant Wealth Advisors as the best financial advisor in Williamsburg, VA for 2021 and 2022 based on their proprietary selection process. Forbes voted Covenant Wealth Advisors as a Best-In-State Wealth Advisor. Click here full ranking disclosure.