HubSpot Video

Time Stamps:

  • 0:00-03:01 - Introduction & agenda
  • 03:02-06:28 - Retirement vs. the working years
  • 06:29-08:56 - Tax treatment of the typical retirement income building blocks
  • 08:57-18:15 - Key factors that determine YOUR retirement tax bill
  • 18:16-20:54 - How to proactively plan for taxes in retirement
  • 20:55-24:10 - What can you do to feel more confident?
  • 24:11-28:52 - Q&A

Resources:

On-Demand Webinar:

What Internet Searches (And Your Friends) Aren't Telling You About Taxes in Retirement

Road to Retirement Webinar Series, Part 2

What You Will Learn:

In Part 2 of the Road to Retirement Webinar series, we’ll discuss what internet searches and your friends leave out when they provide retirement planning advice, like:

  • How your tax situation will differ from your working years
  • Tax treatment of typical retirement income building blocks
  • Key factors that will determine your retirement tax bill
  • How to proactively plan for taxes in retirement

If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

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Retire with confidence and peace of mind.

Our retirement planning checklist covers five important areas:

  • Generating Retirement Income
  • Investing in Retirement
  • Taxes and Cash Flow
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