How Tax Planning Changes Through the 4 Stages of Retirement

Taxes can seem complex and jargon-filled, even though the underlying concepts are fairly straightforward. Chances are you have been in the accumulation phase of your life for several decades and you’ve been working hard and trying to save money and hopefully your accounts have grown.

Many aspects of retirement will affect your tax bill in ways totally different from your working years. Understanding what these are, and how they can impact you, is absolutely crucial. I’ll explain more about this topic during my webinar How Tax Planning Changes Through the 4 Stages of Retirement on Thursday, March 31st at 6:00 pm EDT.

Meet Al Devji, the Facilitator of How Tax Planning Changes Through the 4 Stages of Retirement

As an independent financial professional, Al Devji works with successful business owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.

We help successful business owners and Physicians accumulate wealth and drastically reduce income taxes by applying advanced planning strategies not available to most business owners.

Hosted by:

Devji Wealth Management

Simply put: People often pay more taxes in retirement than expected because a confusing system treats various income types differently and contains hidden taxes and penalties.

Poor choices through misunderstandings or ignorance of the rules can result in people paying more taxes than necessary. As a result, they may see their savings drop faster. And that can mean less to leave to the kids and the grandkids.

Of course, we don't want that to be you which is why we are hosting a webinar about How Tax Planning Changes Through the 4 Stages of Retirement on Thursday, March 31st at 6:00 pm EDT. We want to offer you some knowledge on the topic as well as a complimentary, one-on-one ‘Taxes and Retirement Planning Overview Meeting’ so that we can discuss the issues raised during the webinar.

I Can’t Wait to Get Started on Thursday, March 31st at 6:00 pm EDT!