InvestEdge Planning
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ARE YOU NEARING RETIREMENT OR RETIRED?
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Do you feel your retirement income or savings may be threatened due to taxes or runaway inflation?
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Are most of your savings in tax-deferred accounts like 401ks and IRAs?
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Would you like to learn how to maximize tax-free income?
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Sign Up for this Free On-demand webinar and a Bonus Offer of a Free Mini Retirement Plan here:
www.investedgeplanning.com
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In this webinar, we cover how your retirement tax strategy should:
1. Identify the types of taxes you will face in the four stages of retirement.
2. Address how taxes impact Social Security and Medicare.
3. Plan when to tap different accounts, so you don’t overpay taxes.
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Tax traps have caught many retirees off guard. Navigating the tax code requires a proactive tactical strategy and the timing of withdrawals is key.
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We are here to help. Be savvy and become retirement ready with an "optimal drawdown" plan.
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Then check your email inbox for the webinar:
How Tax Planning Changes Through the Four Stages of Retirement.
Presented by a Shannon Grey, CFP®, CRPC®
Certified Financial Planner™ | Fee-Only Fiduciary.
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San Diego, CA
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13776 Paseo Cevera
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