Broker Check
06 April
Taxes in Retirement


This course offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. We will help you take the confusion out of retirement and tax planning, and design a plan based on sound principles and safe practices.

What you will learn:
  • How to identify the IRA ticking time bomb
  • Is a Roth IRA right for you?
  • Should I roll over my 401k?
  • How to optimize your asset allocation to minimize taxes and risk of loss
  • How to use current IRS tax codes to reduce or eliminate taxes in retirement

Date and Time

Tue, Apr 06, 2021

6:00p - 7:00p MST


Online Webinar


This event is online only. You will receive a link to view the presentation after your registration is received.


Event Registration