ALL THINGS FINANCIAL PLANNING
I believe planning is the best action someone can take to direct their future where they want to go.
I offer and teach in-person and online classes on different topics related to pursuing Financial Freedom. These workshops vary between topics—retirement income planning, social security, Medicare, education planning, and legacy planning—and range from one-off classes to a series of courses on a topic.
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.
Sign up now for my complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, on Thursday, September 26th at 12pm ET to learn how to create a retirement tax strategy.
We will cover:
• The critical tax questions to answer before retirement
• The surprises that often make retirement more expensive
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to investments, health care, and estate planning
• And much more
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Main Street Advisors and LPL Financial do not offer tax advice or services.
©2024 Melissa Moss. All Rights Reserved.
