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  • 901 Route 23 South, 2nd Floor

  • Pompton Plains, NJ 07444-1038

  • 1-877-885-1APG 1-973-831-4424

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Reducing Taxes in Retirement

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Reducing Taxes in Retirement

November 13, 2018

6:30p - 8:30p Eastern Standard Time

Route 23 Financial Learning Center

Route 23 Financial Learning Center

901 Route 23 South
2nd Floor

Pompton Plains, NJ 07444



COFE - Council of Financial Educators [email protected]


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.

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