Skip to main content

Tax Strategies

Sign up to attend one of our Tax Strategy Webinars


Tax Strategies to Help Manage Income Taxes in Retirement


Learn the answers to your questions:

  • What and how do Roth Conversions work? 
  • Is Social Security taxable in retirement? What is the tax torpedo? 
  • How are my capital gains on my investments taxed?​ 

At this webinar you will learn:

  • Pros and cons of Roth Conversions 
  • When is Social Security income not taxable 
  • Why mutual funds can increase your taxes 

Monday, December 14th at 2:00 PM (Register Here)
​​​​​
Tuesday, December 15th at 5:00 PM (Register Here)


Webinar presented by Cory Laird CERTIFIED FINANCIAL PLANNER™