TAX-SAVVY RETIREMENT PLANNING!

Important educational topics we'll discuss:

• Where do the markets, taxes, and economy go from here?
• What could we expect from the Biden Tax Plan?
• Are you using the tax code to your advantage?
• Is it possible to be in the 0% tax bracket in retirement?
• Is it possible to reduce or eliminate property taxes in retirement?
• Five areas of retirement planning to consider before retiring.
• Three potential opportunities for current retirees to help reduce taxes.