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Webinar EE - CPA WEBINAR: DEVELOPING A TAX-SMART RETIREMENT INCOME STRATEGY

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:

  1. Building tax diversification into clients’ portfolios to help them better manage their personal tax bill in retirement and
  2. 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