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

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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.