Taxes in Retirement: After the Tax Cuts and Jobs Act of 2017

January
24

THURSDAY 

January 24th 

6 PM Eastern 3 PM Pacific

-
Days
-
Hours
-
Minutes
-
Seconds

Presented by

Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

Taxes in Retirement -- After the Tax Cuts and the Jobs Act of 2017

Are you thinking about retiring soon? Are you already retired? Do you have questions or concerns about how the new Tax Reform will change your taxes in retirement? If you answered yes, to any of these questions then this webinar is for you! 

In the short time we have together, you will learn about: 

  • Common misconceptions about taxes in retirement 
  • The changing rules for a retiring generation of baby boomers  
  • How lost deductions may affect your taxes in retirement  
  • Basic required minimum distribution rules
  • Tools and strategies to help develop a retirement tax strategy  
  • How rising taxes may affect your retirement cash flow 

My goal is for you to leave with confidence and clarity of how taxes are different in retirement and how to avoid some very common tax pitfalls.