Complimentary Presentation - Preparing for Taxes in Retirement

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.

You must RSVP to receive access credentials for this event or seminar.

Presented by: Amanda Willey, CFP^®, APMA^®, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Hosted by: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@ampf.com