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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™