Dear First Mates,
Hello everyone. Holiday season is upon us! I wish you all of you a Happy Thanksgiving, Merry Christmas, Happy Chanukah, and everything I may have missed. Without you, there is no WealthPlan, so I am always eternally grateful to every one of you.
I recently conducted a webinar entitled “Taxes In Retirement.” I hope you give a listen as there is some impactful content in there.
Some highlights include:
-how retirement requires a new framework
-four retirement surprises
-understanding your after-tax retirement savings picture
-Social Security & Medicare tax traps
-managing different tax buckets for income
-Roth conversions
-tax strategies
-the importance of estate planning
-taxes and long-term care
You can see a full copy of the presentation here.
To a prosperous 2023!
Dave’s Picks
Here is my YouTube o’ the month!
Here is my track o’ the month!
Here is my read o’ the month!