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How Tax Planning Changes Through Four Stages of Retirement

 

Scroll down to get parts 2 and 3 ⬇

Join us for a 3 part series that will help you understand the four stages of retirement and how to maximize your situation at each step. We’ll cover the following four key points:

  • Understanding your “after-tax” retirement savings picture before retiring
  • Planning around Social Security and Medicare “tax traps”
  • Managing your income and tax brackets efficiently
  • Organizing your assets for your family’s benefit

Tax 3 Part Series Campaign

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DISCLOSURES

Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

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Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.