Tax Planning in Retirement
Planning Before Investing |
41 videos |
Updated 3 weeks ago
How taxes effect retirement can make or break a secure retirement plan. With rising interest rates and volatile markets, it has become extremely important to not only become tax efficient in retirement, but to maximize what you have. Scott discusses the implications and helps you be secure in your retirement. No dry boring tax classes here - real life examples and current scenarios will keep you on your toes and keep you on track with your retirement goals.
Attend our FREE LIVE Zoom classes!
📅 Each month a different topic will be discussed.
January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH!! Properly
April - Today's World of Safe Investing
May - Producing Income in Retirement
June - Paying for Long Term Retirement
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement
September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement
✨Classes are on FIRST THURDAY of every month at 10 am PST via ZOOM
the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM
and the LAST MONDAY of every month via ZOOM for our live Q & A session.
🗓 BOOK AN APPOINTMENT
www.yourinvestmentcounselor.com
👨🏫 FREE CLASSES
www.fpfeaz.org/classes
📖 ADDITIONAL RESOURCES
www.sesweb.net
💬 Facebook.com/SecureEstateSolutions
🏢 Visit our Business Website: www.sesweb.net
📧 Email Us: contactus@sesweb.net
❔ Questions? Call Us At: (800) 345-3155
Investment Advisory Services offered through Alphastar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar Capital Management, LLC and Secure Estate Solutions, LLC are separate and independent entities.
