Register for the John Hancock webinar dated December 21, 2022, at 3:00 pm central.
It’s a reality that taxes impact retirement goals. Do your clients’ current retirement plans contemplate future tax exposure? Many retirees are often shocked by the toll that taxes can take on their investment portfolios when they begin to access money for retirement.
If you are concerned about potential tax exposure your clients could face in retirement, the good news is there are planning decisions available today that can help alleviate their tax exposure in the future.
Explore some options that can help you and your clients as they plan to retire; including some efficient ways to help reduce and/or minimize taxes during the distribution phase.