Category: Retirement Classes

Our Next Free Online Retirement Planning Class – Tax Planning for Retirement

Our Next Free Online Retirement Planning Class – Tax Planning for Retirement

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Published: January 18, 2019

Our next online retirement planning class, How to Control Your Retirement Destiny,  will be Thursday, March 14, 2019. About the Class In retirement, what matters is not how much income you have; it’s how much you have available to spend. After paying taxes, if you are expecting to have $60,000 a year available to spend in retirement, and proper tax planning can increase it to $63,000 a year, that’s a meaningful increase! Research papers have begun to quantify the results that can be delivered by incorporating tax planning with investment management. In this free online class we’ll be looking at some of that