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Tag: Social Security

Tax Strategies Webinar

You are cordially invited to our 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

Monday, March 15th at 5:00 PM (Register Here)
​​​​​Wednesday, March 17th at 12:00 PM 
(Register Here)

Webinar presented by Cory Laird CERTIFIED FINANCIAL PLANNER™

Register with Zoom Webinar by clicking the links above

Zoom Webinar, Registration is Required for Cyber-Security

After registering, you will receive a confirmation email containing information about joining the webinar.

If you have any questions, please email Cory Laird at

Minich MacGregor Wealth Management
(518) 499-4565

PS:  If you know someone that may be interested in these tax planning strategies, please pass this along.

Social Security For Baby Boomers

Please Join our Social Security Planning Webinar:

What Baby Boomers Need to Know to Maximize Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Learn the answers to your questions:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

At this webinar you will learn:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your
    earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social
    Security benefits
  • How to coordinate Social Security with
    your other sources of retirement income

Monday, January 25th at 5:00 PM (Register Here) ​​​​​
Friday, January 29th at 2:00 PM (Register Here)

Webinar presented by Cory Laird CERTIFIED FINANCIAL PLANNER™