Tax Strategies During Retirement NEW!
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Keep more of what you’ve earned!
Retirement doesn’t mean retiring from taxes, but with the right strategies, you can reduce your tax burden and make your savings last longer. In this essential class, you’ll learn how different types of retirement income are taxed and how to create a smart withdrawal strategy.
Topics include:
- How IRA, Roth IRA, and 401(k) withdrawals are taxed
- How Social Security benefits may be taxed and how to reduce it
- Strategies for minimizing taxes through timing and income planning
- Tax-efficient withdrawal sequences to help preserve your nest egg
Whether you're already retired or preparing to make the leap, this class will help you understand how to manage your income in retirement with confidence, and keep more money in your pocket.
Instructor: Patrick Clark
About Our Instructor:
Patrick Clark CFP®, CEPA is a financial planner who has made Chelmsford home for the last 11 years. He has over 14 years of experience in financial services. Patrick specializes in comprehensive financial planning. Patrick is passionate about helping people learn how to make efficient financial decisions. These decisions help clients grow their net worth and protect their families while on the path to financial independence. He helps his clients by taking a holistic view of their situation and identifying any areas where you may be doing well or need improvement. Solutions may then be implemented to take advantage of opportunities to create, amass and preserve wealth. Patrick lives in Chelmsford, Massachusetts with his wife Renee, as well as his daughters Rose, Paige and Bridget.