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May 24

Untangling Taxes in Retirement

 

Location:

Wailea Beach Resort – Humble Market Kitchin

3700 Wailea Alanui Dr
Kihei, HI 96753 United States

Date:

May 24

Time:

6:30 pm

About the event

Will you be paying too much in taxes? Join us for our complimentary workshop — Untangling Taxes in Retirement — where we’ll share information about the following topics:

  • Tax questions to ask BEFORE retirement
  • Surprises that can make retirement more expensive
  • How to avoid the Social Security “tax trap”
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Action steps throughout the 4 stages of retirement
  • Mistakes to avoid when it comes to your investment portfolio, health care and estate

Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Register For This Event