Taxes can affect many financial decisions throughout your lifetime, from saving for retirement and selecting investments to creating retirement income and passing assets to loved ones. Understanding how taxes may influence different stages of your financial journey can help you make more informed planning decisions along the way.

Join our educational webinar as we explore the "tax journey" through three key phases of financial life: accumulation, retirement, and wealth transfer. We'll discuss important concepts such as marginal and effective tax rates, the tax characteristics of different investment and retirement accounts, and how income may affect Social Security taxation and Medicare premiums. We'll also review beneficiary considerations and other factors that may influence wealth transfer decisions, helping attendees better understand the role taxes can play in a comprehensive financial strategy.