Taxation in Retirement
Medicare, Social Security and income from your retirement accounts all come with their own tax liabilities in retirement. Its one of the biggest gripes we hear from retirees. But did you know there are strategies you can put into place to avoid "paying through the nose, as some people would say?
Learn more by watching our on-demand webinar "Taxation in Retirement with Carsons Jamie Hopkins, Managing Partner, Wealth Solutions. He discusses:
- Spending in retirement
- Health care costs
- The importance of tax diversification
- Breaking down required minimum distributions (RMDs)
- And more!
Fill out the form to watch the on-demand presentation at your convenience. If you have any questions, please reach out to your advisor.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Jamie is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jamie is in no way related to Cetera Advisor Networks LLC or its registered representatives. Jamie is not registered with CWM, LLC as an investment advisor representative and does not provide product recommendations or investment advice.