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Tax-Efficient Retirement Income

Sat, Mar 01

|

Zoom Webinar

Learn about the impact of taxes on your savings and strategies to save.

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Tax-Efficient Retirement Income
Tax-Efficient Retirement Income

Time & Location

Mar 01, 2025, 10:00 AM – 11:00 AM PST

Zoom Webinar

About the event

Join our informative seminar


Is it better to pull your retirement income from a Roth account or traditional IRA?


Should you pay for health care expenses with a health savings account (HSA) or your checking account?


Your income may come from various accounts and they all may be taxed differently.


But by developing a tax-efficient income strategy, you can help lower your annual

tax bill in retirement.


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