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Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)

December 21 @ 7:00 pm - 8:00 pm EST

Taxes in Retirement

12/21/20237:00pm EST1 hour
You work hard, you save your money, but when you start to take your money out, taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates could be extended or destroyed, so we may be looking at the lowest tax rates for the rest of our lifetime. If we know that changes may happen in 2025, it is time to plan now and see if there are actions we can take today to help make our future less tax-toxic.

If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.

This event is for educational purposes. Tax services are provided independently from United Planners.
Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

You work hard, you save your money, but when you start to take your money out,  taxes come into play and can greatly impact how long your money lasts. We are still under the 2017 Tax Cuts and Jobs Act, these rates are set to expire in 2025. Depending on the 2024 election, these rates could be extended or destroyed, so we may be looking at the lowest tax rates for the rest of our lifetime.  If we know that changes may happen in 2025, it is time to plan  now and see if there are actions we can take today to help make our future less tax-toxic.

 If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.

This event is for educational purposes. Tax services are provided independently from United Planners.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

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Details

Date:
December 21
Time:
7:00 pm - 8:00 pm EST
Event Categories:
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Organizer

Craig Ferrantino

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.