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Elevage Partners

Tax-efficient retirement planning, Nov. 12, 2024 (Recording Available)

Today’s pre-retirees and recent retirees face a series of critical decisions that will impact their financial security for the rest of their lives. One of these decisions is building a diversified portfolio of reliable, lifetime retirement income that meets essential and discretionary living expenses.

The focus of this webinar is on big picture tax-related issues that participants will want to consider as they prepare for retirement. The presentation explains how retirement income is taxed and how planning for those taxes can help you make the most of your retirement dollars.

The webinar recording features Retirement Tax expert and national speaker Dave Harris from the Nationwide Retirement Institute.

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The information contained herein represents the views of Elevage Partners at a specific point in time and is based on information believed to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein In addition, there can be no guarantee that any projection, forecast, or opinion in these materials will be realized. Any statement non-factual in nature constitutes only current opinion which is subject to change. These materials are provided for informational purposes only and do not constitute investment advice. Any reference to a security listed herein does not constitute a recommendation to buy, sell, or hold such security. Past performance is no guarantee of future results. The historical returns of any securities and/or sectors mentioned in this commentary are not necessarily indicative of their future performance.