Financial Planning for Retirement: 8 Things to Know to Help Avoid the Retirement Tax Time Bomb

Date: 
Wednesday, October 23, 2019 - 6:30pm to 7:30pm
Contact: 
Help Desk at 986-1047, ext. 3 or warref@rcls.org
Age Group: 
Adult

When you are building your distribution plan, it is crucial to include tax strategies that will help to protect the money you worked so hard to save.  Join Debra  Taylor as she provides knowledge to equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications.

She hosts a radio show on WTBQ:  "Wealth Matters with Debra Taylor."

Room set-up


             
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