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Savvy Tax Planning: Changes Through Retirement (MT/CT)


Savvy Tax Planning: Changes Through Retirement (MT/CT)

Tuesday, July 09, 2024

12:00p - 1:00p MST



Tax planning in retirement can be unexpectedly difficult. 

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.

Please Note: This webinar starts at 11am MST-AZ / 12pm MDT-CO / 1pm CDT-TX and will last about an hour.

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.

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