Retire Right: Your Federal Benefits Blueprint

Federal Taxes

Challenge the retirement tax myths and arm yourself with strategic planning tools to effectively manage income sources like pensions, Social Security, and retirement account withdrawals over the next decade.

This course challenges the widespread myth that taxes inevitably decrease in retirement. We delve into the complexities of retirement taxation, exploring various income sources such as pensions, Social Security, and retirement account withdrawals and their tax implications.

Our expert-led sessions clarify how having a ten year tax plan could mean the difference between being able to maintain your lifestyle in retirement or, have to return to work.

Equipped with real-world scenarios and strategic planning tools, this course empowers you to make well-informed financial decisions for a more accurate and prepared approach to your retirement taxation.

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