Webinar: Tax Planning in Retirement by Oak Harvest Financial Group

Oak Harvest Financial Group

WEBINAR DETAILS

About

PROTECTING YOUR RETIREMENT FROM TAX HIKES, MARKET LOSSES, INFLATION, & MORE

Learn about tax planning strategies designed to help your family be prepared to meet all obstacles faced in your retirement years.
Agenda
- National Debt & Government Spending: How might the trillions of dollars in proposed tax & spending bills could negatively impact your taxes in retirement?
- Legislative Risk: Could new legislation from Washington derail your retirement?
- Tax Alert: With the Trump Tax Cuts set to expire in 2025, what impact will this have on your retirement tax bill?
- Market Volatility: Is your portfolio prepared to withstand a potential market drop during retirement?
- Inflation: How will rising inflation impact your purchasing power in retirement?
- Tax-Efficient Planning: What are the best tools to build a tax-efficient retirement income strategy?
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Oak Harvest Financial Group

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Ed Rossi, CFP®, CTS®, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®

Senior Financial Advisor

Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s...

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Oak Harvest Financial Group
Helping Make Your Dream Retirement a Reality. Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

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