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Retirement Series: Taxes in Retirement

Age Group:

Adults
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Event Details

Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy? Join Joseph DiSalvo, ChFC®, the President of Quest Capital & Risk Management, Inc. to be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Topics include:

  • The 3 Strategies to a tax-efficient retirement
  • The SECURE Act and the impact of its passing on your retirement savings
  • How rising taxes may affect your retirement cash flow & reduce your purchasing power
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy

Please register.