2021 Tax Planning
In this webinar we will discuss 2021 tax changes. Patrick Ray, financial advisors with The Retirement Group, will cover topics for corporate employees including Net Unrealized Appreciation, and rolling over your 401(k).
Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?
In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.
This ebook discusses how to determine the type of advisor and experience needed to handle your situation, qualifications needed, knowing your options, and how would you describe a typical advisor.