Topic: Preparing for taxes in retirement
During this presentation we’ll discuss three important areas of tax planning for retirement.
We’ll look at possible sources of income, explain the tax control triangle, and dive into some
tax strategies you can implement to help increase the likelihood you’re in a better position
from a tax perspective as you enter retirement.
We’ll also review new tax law changes and how they may impact you.
Hosted by Karen Cookston, CRPCTM, Private Wealth Advisor with Vision Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
