As you look forward to retirement, your income and tax burden will change, possibly dramatically. You want and need to reduce and eliminate taxes where possible. Briaud knows the contemporary ways to do so and will showcase the strategies to help.
Briaud helps clients forge a retirement path and make iterations yearly, as income and tax laws change. In this succinct webinar, you’ll hear compelling arguments for changing your retirement plan and what to do if you are already retired, retiring soon, or planning ambiguously to retire but have more to offer your discipline.
Our 30-minute webinar, including a pre-recorded Q&A, is extended to TAMU Faculty but is open to all; please invite other university professionals. Recordings for parts one and two may also be seen on the topics Navigating TAMU Retirement and From Savings to Withdrawals: How Do I Transition When I Retire?
Topics of this webinar
- Timing Retirement with Taxes in Mind
- Accelerating or Decelerating Income – What Makes Most Sense When Transitioning to Retirement
- How Tax Strategies Can Differ Retiring Before 70 and After 70
- Examining Examples of Pre- and Post-Retirement Tax Moves to Reduce Taxes
