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

November 10 @ 7:00 pm - 8:00 pm EST

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The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement.  Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments?  What about possible college planning, your spouse’s income, and possible inheritances?  You can see that the income you take in retirement can easily produce a tax-toxic retirement.  That is why planning is key!

Our hope for this webinar is that you will KNOW more about the many sources of income that retirees have and how they can be taxed, HAVE concrete steps you can take today to address your tax-toxicity, and FEEL more secure that you can perhaps keep more of your hard-earned money.

In this session, we will cover:

  • Tax toxicity
  • The root causes of tax toxicity
  • Why the marginal tax system differs in your retirement years
  • Possible ways you can mitigate your tax burden in retirement and keep more of my hard-earned money

We look forward to seeing you at the webinar. 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.

The webinar either no longer exists or an error has occured.


November 10
7:00 pm - 8:00 pm EST
Event Categories:


Craig Ferrantino