Broker Check
03 March
Tax-Efficient Planning in Retirement

Description

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.

FOUR STAGES OF RETIREMENT
Stage                      Ages    Description
Pre-retirement       50–60   Work and save years-
Early retirement     60–70   Go-go years
Middle retirement 70–80   Go-slow years
Late retirement     80+       No-go years

Date and Time

Tue, Mar 03, 2026

12:00p - 1:00p EST

Location

Everest Matthews Zoom Webinar - Call/Email office (Maria) for a link

2544a Plantation Center Dr
Matthews , NC 28105-5298

Note

704.708.5001 mariaromeo@retirewitheverest.com Encore presentation the same evening from 6-7pm *For specific tax planning advice or services, please consult a qualified tax advisor or CPA.

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PT1H

Event Registration

Will you be able to attend this event?