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Focused insight on timely, relevant topics. Start planning your retirement. 

WEBINAR REPLAY: Tax Planning Through Four Stages of Retirement, June 2023

We conducted a complimentary virtual workshop on Tax Planning Through Four Stages of Retirement. During this webinar, we learned about: - The critical tax questions you must answer BEFORE retirement - The surprises that often make retirement more expensive - What the Social Security “tax trap” is and how you can avoid it - Why tapping assets in the wrong order can trigger higher Medicare premiums - Why you need to manage taxes even before you retire - The four stages of retirement and important tax actions in each stage, including tricky IRA challenges - Mistakes to avoid when it comes to your investment portfolio, health care, and estate

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WEBINAR REPLAY: Retirement Spending: What You Need To Know Before You Retire, March 2023

Don't miss out on your chance to RSVP for our next webinar designed to help you prepare for your spending needs in retirement, BEFORE you retire. In this educational webinar, you will: • Learn what retirees are spending and how to evaluate your spending needs. • Determine if your spending needs are reasonable with respect to your resources. • Identify if you will have margin built in for entertainment, emergencies, and unexpected expenses.

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WEBINAR REPLAY: Timing is Everything, March 2023

Retirement is a life changing event that can be really exciting...and maybe even a little scary. Are you prepared for the next phase of your life? In this educational webinar, you will learn: - How to maximize Social Security benefits - How to minimize taxes in retirement, especially if you have other retirement assets such as a 401K or pension - How to avoid running out of money when you need it the most - What Medicare will really cost you - How to dial in your spending plan before retirement - How to avoid common pitfalls that many retirees face

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