Tax Planning for Retirees
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Join The Kelly Group’s Chad Arrington, CFP® and advisor Tom Cusick, CFP® for a 30-minute Lunch & Learn webinar on November 29 at noon for a discussion on income tax considerations for retirees. Chad and Tom will discuss taxation of portfolio withdrawals, IRA planning, taxation of Social Security benefits, and tax matters that retirees must consider in their legacy planning. This educational webinar will also provide an overview of year-end tax planning ideas and how The Kelly Group may address capital gains in a taxable portfolio.
To attend, register at:
After registering, you will receive a confirmation email containing information about joining the webinar. Participants can also use their telephone or computer mic & speakers (VoIP): United States +1 (415) 655-0052, Access Code 844-293-684.
We look forward to seeing you on Tuesday, November 29! As always, we thank you for your loyalty and support. If you have any questions about this upcoming webinar, please call The Kelly Group at 410-893-0560.