31
March
Savvy Tax Planning
Description
Attend this complimentary workshop and you will learn:
- The critical tax question you must answer BEFORE retirement
- The surprises that often make retirement more expensive
- What the Social Security “tax trap” is and how you can avoid it
- Why tapping assets in the wrong order can trigger higher Medicare premiums
- Why you need to manage taxes even before you retire
- The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
- Mistakes to avoid when it comes to your investment portfolio, health care and estate
Date and Time
Tue, Mar 31, 2020
7:00p - 8:00p EST
Location
Cetera Investors Long Island Office
1400 Old Country Road
Suite 408
Westbury ,
NY
11590
Note
Parking lot entrance is on Carman Avenue Extension.