Taxes don’t go away in retirement. You’ll need to make quarterly payments or set up automatic withholdings from retirement account distributions. How much should you withhold and how will it change throughout your retirement? In this free webinar, we'll show you how the tax code applies to retirees. We’ll also cover strategies that can reduce your lifetime tax liability.
 
This webinar looks at practical examples applying the tax code to these three phases:
·        While you are still contributing to savings
·        When you are taking withdrawals
·        When allocating and rebalancing investments

Your class instructor, Dana Anspach, illustrates taxes with real life examples. This webinar shows you ways to plan ahead for taxes and potentially reduce your tax liability.

Chapters:
0:00 Intro
2:28 Basics
16:40 Opportunity Years
33:34 Strategies
1:06:16 1099 Mistakes to Avoid
1:11:32 Q&A

DISCLOSURES
This presentation contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.

Sensible Money, LLC (“SM” or "the Firm") is a registered investment adviser. Registration is a legal requirement – it does not imply approval or endorsement. For additional information about SM, including its services and fees, you can request a copy of SM’s disclosure brochure by emailing us at [email protected] or visit www.advisorinfo.sec.gov.

Any charts in the presentation are not meant to show the performance of SM strategies or to imply the performance of any model portfolios. Any charts or examples are meant to show the Firm’s belief in sticking to a plan over time, but there is no guarantee that you will have the same or positive results. Any results portrayed in these cases or examples are not representative of all of SM’s clients or the clients’ experiences. No portion of this presentation should be interpreted as a testimonial or endorsement of SM’s investment advisory services.

Past performance is not a guarantee of future results. When investing, depending on your timing, you could lose money. There is no guarantee that the prevailing market and economic conditions during the time frames in the graphs will continue, and performance may be negatively impacted by a shift in such conditions.