Taxes in Retirement

This program was incorrectly listed in the brochure as 5 Things to Know Before Filing for Social Security

Questions about Your Retirement in Today's New Normal?

Understand the official new tax reform rules and their impact on the taxes and Medicare premiums you’ll pay in retirement.
Discover the key highlights of the SECURE Act and inherited IRA overhaul.
Learn about the window of opportunity IRA & 401K owners have to leverage historically low tax rates before they expire in 2026!
Discover ways to re-create your retirement income paycheck in the most tax-efficient manner possible.
Ways to potentially protect yourself against volatile market conditions and hedge against inflation.

Please join us for an educational seminar on these topics and more as Certified FinancialPlanner™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important concepts.

Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.