Do Taxes in Retirement Matter? Webinar

Welcome to the “Do Taxes in Retirement Matter?” webinar.  Thank you for making a commitment to knowing more, getting more, keeping more and having more in your retirement.  You’re one step ahead of many other people. Knowledge truly is power.

Below you’ll find a link to the on-demand webinar. It’s just under 55 minutes long. Below this are suggested next steps including the materials that go along with the webinar and an opportunity to request your complementary Tax Efficiency Assessment.

There’s also a wealth of information on our website, blog and Facebook page. We look forward to helping you get ready for retirement.

Step 1. Watch the Webinar

Access the webinar by clicking here 

(Note: the webinar is 55 minutes in duration)

Step 2.

Schedule a Complimentary Chat and Tax Assessment with Brian

 

And don’t forget, when you complete your Tax Assessment and chat with Brian, you will also get the complimentary 2019 Tax Return What-If? Audit.

Brian’s calendar gets filled up fast. Schedule a convenient time to ask all your questions. Use this link to book your session: https://meetme.so/BrianSaranovitz

Most people choose “Tax Smart Introduction Meeting”, but you can also request an Am I Ready for Retirement? Discovery chat.

Step 3.

Review the Webinar Materials

Here are the supplemental materials we spoke about in the webinar.

Click on each link to download the materials.

Powerpoint presentation of the webinar

Taxes in Retirement DO Matter! Tax Guide

Roth Conversions Brochure

Secure Act Guide

Step 4.

Not quite ready for a chat or meeting? We get it. No worries

Brian’s offer for an Assessment and chat doesn’t have an expiration date. Contact me at: lisac@taxsmartretiree.com anytime for either or both.

In the meantime, feel free to interact with all of the resources below and on our website.

Check out the Retirement Power Hours Masterclass

6 hours of Live or On-Demand Sessions

Don’t miss out!

Click here to find out more

Other Next Steps…

Get Connected with Valuable Retirement Solutions

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