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December 2022 Newlsetter - Taxes In Retirement Webinar Replay

December 2022 Newlsetter - Taxes In Retirement Webinar Replay

November 23, 2022
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Dear First Mates,

Hello everyone. Holiday season is upon us! I wish you all of you a Happy Thanksgiving, Merry Christmas, Happy Chanukah, and everything I may have missed. Without you, there is no WealthPlan, so I am always eternally grateful to every one of you. 

I recently conducted a webinar entitled "Taxes In Retirement." I hope you give a listen as there is some impactful content in there.  

Some highlights include:

-how retirement requires a new framework 
-four retirement surprises
-understanding your after-tax retirement savings picture 
-Social Security & Medicare tax traps
-managing different tax buckets for income
-Roth conversions
-tax strategies
-the importance of estate planning
-taxes and long-term care

You can see a full copy of the presentation here

To a prosperous 2023! 

Dave's Picks 
Here is my YouTube o’ the month!
Here is my track o’ the month!
Here is my read o’ the month!´╗┐