Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely CPA, CFP®, AIF®
A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist.
Topics covered include a checklist of items to consider before saying good bye to your employer including:
- Social Security Claiming Strategies.
- Healthcare and Medicare planning.
- Minimizing Taxes in Retirement.
- Strategies for minimizing the effects of an early bear market in retirement.
- Estate Planning Documents that should be finalized before retirement.
