Tax-efficient retirement planning, Nov. 12, 2024 (Recording Available)

Today’s pre-retirees and recent retirees face a series of critical decisions that will impact their financial security for the rest of their lives. One of these decisions is building a diversified portfolio of reliable, lifetime retirement income that meets essential and discretionary living expenses.

The focus of this webinar is on big picture tax-related issues that participants will want to consider as they prepare for retirement. The presentation explains how retirement income is taxed and how planning for those taxes can help you make the most of your retirement dollars.

The webinar recording features Retirement Tax expert and national speaker Dave Harris from the Nationwide Retirement Institute.