Tax Planning Strategies in Retirement

D (1)
D (1)
Main
5/7/2020
3:15 PM - 4:15 PM
Join Colin Yackel, Lead Trainer, Envestnet/MoneyGuide as he discusses tax planning strategies in retirement, including Roth Conversions and Qualified Charitable Distributions, and decisions around portfolio withdrawals. In addition, he will share ways to identify opportunities for these strategies using the client’s financial plan, and the effects they can have on their plan outcome.

Watch for details on upcoming NAPFA 2020 events!