When preparing a solid retirement plan, one aspect that cannot be overlooked is the importance of strategies and actions to lower tax liability. There are a number of options available that have the potential of significantly reducing tax burdens on various forms of retirement income.
Our workshop, Controlling Taxes in Retirement, provides an overview of possibilities that can be applied in common scenario. Individual situations are always unique, come see us for a complementary Discovery Session if you want a personal analysis from one of our financial advisors.
Controlling Taxes in Retirement and what you will learn at this workshop:
Tax smart Social Security planning
Does a Roth conversion make sense?
Company stock in retirement plans
Colorado tax breaks for retirees
Tax smart legacy planning
Business exit strategies
5445 DTC Parkway, Garden Level
Greenwood Village, CO 80111
University Village Center
5214 North Nevada Avenue, #100
Colorado Springs, CO 80918
The Promenade Shops at Centerra
5943 Sky Pond Drive, Building E Unit 118
Loveland, CO 80538
93 Centennial Blvd
Highlands Ranch, CO 80126
20000 Pikes Peak Avenue
Parker, CO 80138
Susan M. Duncan Family YMCA
6350 Eldridge St.