VIDEO REPLAY

Tax Planning Strategies

In this webinar, Wesley Boudreaux, a financial advisor with The Retirement Group, will discuss different tax strategies for corporate employees. You’ll learn the importance of the tax impacts, and understand the mistakes you can make by potentially paying too much in taxes during retirement.

HERE ARE SOME ADDITIONAL RESOURCES YOU MAY FIND HELPFUL:

blog-img

HEAD OVER TO OUR BLOG TODAY

We have a large selection of helpful blog posts that address a wide range of topics:

Visit Blog
library-img

HEAD OVER TO OUR LIBRARY TODAY

Here you will find more free ebooks as well as a library of video webinars hosted by TRG advisors

Visit Library

Looking For More Information? Check Out These Popular Ebooks

What-to-do-with-an-early-retirement-option-cover

What To Do With An Early Retirement Offer

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?

Lump-Sum-option-vs-Annuity-Cover-1

Lump-Sum Option Vs. Annuity

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.

Choosing-a-financial-advisor-cover

Choosing A Financial
Advisor

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.

Learn More About Our Retirement Advisors & Support Team

Tyson Mavar

RICP®
Learn More

Kevin Won

CRPC, CCPS, CTS
Learn More

Neva Bradley

CFP
Learn More

Wesley Boudreaux

Learn More

Patrick Ray

RICP®
Learn More

Kevin Landis

CFP
Learn More

Paul Bergeron

MBA
Learn More

Carlos Hernandez

Learn More

Michael Corgiat

ChFC
Learn More

Brent Wolf

CFP
Learn More

Brian McLean

Learn More