Tax Planning Strategies
In this webinar Michael Lee, financial advisors 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.
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.