Broker Check
  • Contact Info:

  • 901 Route 23 South, 2nd Floor

  • Pompton Plains, NJ 07444-1038

  • 1-877-885-1APG 1-973-831-4424

  • APG is not approved in all states. Click here to see a listing of approved states.

Reducing Taxes in Retirement




Share |
Reducing Taxes in Retirement

November 13, 2018

1:00p - 3:00p Eastern Standard Time

Route 23 Financial Learning Center

Route 23 Financial Learning Center

901 Route 23 South
2nd Floor

Pompton Plains, NJ 07444
Map
Website

2018-11-13T13:00:00.0000000
2018-11-13T15:00:00.0000000
PT2H

Organizer:

COFE - Council of Financial Educators [email protected]

Presenter:

Mark E. Charnet, CAS

Event details:

  • Understand the official new tax reform rules and their impact on your retirement
  • How lost deductions may affect your taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules and bracket for 2018
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

Bonus Conversation: Learn how properly design and implement your own Non-Qualified Deferred Compensation Plan that allows for a tax-advantaged retirement income stream, with stock market linked positive returns yet no stock market declines.


Event Registration



Thank you!

Error processing your request. Please try again at a later time.