On-Demand Webinar

4 Costly Retirement Tax Mistakes and How to Avoid Them

retirement planning
When you think about your retirement you probably have a few images that come to mind, and chances are they don’t include figuring out your taxes. Understanding what changes about your tax situation during retirement can help you avoid potentially costly tax mistakes in the future.

This webinar will explain the following tax mistakes and will include steps you can take now to avoid them:
  1. Not grasping how your taxes will change
  2. Failing to create tax diversification
  3. Getting stuck with big RMDs
  4. Handing huge tax bills to your heirs