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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

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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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