Dodging the Tax Torpedo and Capturing Retirement Income Opportunities with Tech
Guest Expert: Joe Elsasser, CFP,
Date:
Webinar Replay Description
Your clients likely have several retirement savings accounts including 401(k)s, 403(b)s, IRAs, fixed annuities, or certificates of deposit.
Comments
A few comments from listeners:
Really clear illustration of the tax torpedo. The software used to illustrate the effects of different strategies on retirement was great!
- Jason L.
I believe I've attended a previous session by this presenter, and he reinforces the importance of considering the tax effect of various retirement income/withdrawal strategies when attempting to help clients optimize them.
- Michael D.
Excellent presentation Tom...Joes is very good and thanks much.
- Will R.
I always thought the Tax Torpedo was the Medicare Rate penalty; not Income & Cap Gains taxes! Great speaker and great product!
- John O.
Really clear illustration of the tax torpedo. The software used to illustrate the effects of different strategies on retirement was great!
- Jason L.
I believe I've attended a previous session by this presenter, and he reinforces the importance of considering the tax effect of various retirement income/withdrawal strategies when attempting to help clients optimize them.
- Michael D.
Excellent presentation Tom...Joes is very good and thanks much.
- Will R.
I always thought the Tax Torpedo was the Medicare Rate penalty; not Income & Cap Gains taxes! Great speaker and great product!
- John O.
09.28.2022 - Tax Torpedo
Attendees Comments:
Really clear illustration of the tax torpedo. The software used to illustrate the effects of different strategies on retirement was great!
- Jason L.
I believe I've attended a previous session by this presenter, and he reinforces the importance of considering the tax effect of various retirement income/withdrawal strategies when attempting to help clients optimize them.
- Michael D.
Excellent presentation Tom...Joes is very good and thanks much.
- Will R.
I always thought the Tax Torpedo was the Medicare Rate penalty; not Income & Cap Gains taxes! Great speaker and great product!
- John O.