This course examines the negative impact taxes can have on the success of a retirement income plan and proposes actionable strategies to help clients improve results, including:
- Building tax diversification into clients’ portfolios to help them better manage their personal tax bill in retirement and
- Using your client’s personal tax situation to identify the most advantageous withdrawal strategy.
In partnership with Putnam Investments. Guest speaker William D. Cass, CFP®, CPWA®.
MCKNIGHT ADVISORY GROUP
NOVEMBER 12, 2020
