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Taxes in Retirement Webinar

Wednesday, September 30, 2020, 11:30 PM - 12:30 AM


Tax planning is a critical part of retirement planning, and taxation isn't as simple as what tax bracket you are in.
Have you factored in all important variables in your planning?
What will your "aftertax" retirement savings picture look like?
Would you like to know how your Social Security benefits will be taxed?
What is the Medicare IRMAA and how does income affect it?
When should you convert pre-tax dollars to Roth, and how much should you convert?
What role does charitable giving play in tax planning?

Elisabeth Olson will cover all these questions and more in the Taxes in Retirement webinar. We can't wait to see you!

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Fort Collins, CO

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