TAX SAVVY RETIREMENT WEBINAR
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March
31
2:54 PM EDT
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About Event
With interest rates rising, inflation impacting our spending power, and stock market volatility, the importance of minimizing taxes becomes greater for those in or nearing retirement. This educational event will explore simple tips to create a more tax-efficient retirement. From Social Security and Medicare to IRAs, this event looks at your retirement through a whole new lens as you discover your possible paths forward.
Your Presenter
Ben Harvey is your presenter for this event. Ben is the Senior Financial Planner at Pathway Financial Planning in West Chester, Ohio. He leads the financial planning process and works with you to identify goals, understanding that they may shift as your life and financial needs change. Through Pathway’s proprietary Path to Purpose FORMula™, he creates and implements personalized strategies focused on supporting your financial well-being.
For specific tax planning advice or services, please consult a qualified tax advisor or CPA.
What We'll Discuss:
Tax-Efficient Retirement Income: Exploring Strategies to Maximize Your Nest Egg.
What the Social Security “Tax Trap” is and how you can avoid it.
Medicare Premiums and Taxes: Understanding the Costs and Potential Tax Breaks.
The critical tax mistakes to avoid when it comes to your portfolio, healthcare, and financial estate.
Charitable Giving and Taxes: Thoughtful strategies to support your causes and maybe save money.
RMDs: Demystifying Required Minimum Distributions and Tax Implications
Tax Changes and Updates: What you should know about the latest tax laws and regulations.
...and more! Discover why a financial advisor wants to discuss tax-efficient strategies in relation to retirement plans.