Tax Planning Webinar Replay

Tax Planning Webinar

On Thursday, March 31st I hosted a free tax planning webinar. I focused on tax strategies that you can use to plan for taxes proactively, so you’re not hit with an unexpected tax bill prior to, or during, retirement.

I covered:

  • How to reduce taxes through retirement investing
  • Ways to reduce taxable income
  • Setting up tax-advantaged income in retirement
  • Charitable contributions
  • Planning for estate taxes

Here is the full webinar:

If you’re like most people, dealing with taxes is one of the last things you want to do.

However, with how often tax laws change, it’s crucial to stay on top of your tax situation to avoid paying more taxes than you have to.

The goal of tax planning is to minimize your tax liability and maximize the use of tax breaks, and this is done through careful analysis and evaluating all elements of your financial picture.

Tax planning considers:

  • Timing of income
  • Selection of investments
  • Types of investment accounts
  • Current tax law
  • And more

To schedule a call to review your financial plan and investments  Click Here



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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.