WEBINAR: Retirement Tax Planning: Opportunities & Pitfalls

Your tax plan should reflect leading-edge strategies, best practices, and ongoing proactive compliance with current law, as well as attention to your family’s unique dynamics and overall financial goals, so that you can spend less time worrying about your taxes and more time enjoying your retirement.

Join Director of Tax Strategies Ben Dorsey, CPA/PFS, CFP®*, MST as he discusses:

  • Minimizing taxes on retirement income​
  • Recognizing or deferring long-term capital gains​
  • Claiming Social Security​
  • Conversion strategies surrounding Traditional & Roth IRAs
  • How Cassaday & Company, Inc., can help

Click here to register and watch this on-demand webinar.

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Contact Michelle Tigani

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