Tax Planning Webinar

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

To register for an upcoming zoom webinar, hosted by Cory Laird, choose one of the links below:

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