• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Webinar – How Tax Planning Changes Through the Four Stages of Retirement

June 3, 2021 by Bautis Financial

Avoid major tax implications in retirement to maximize your nest egg. Discover how!

Despite the recent financial crisis and assorted corrections along the way, many are entering the decade before retirement with substantial assets in investment and retirement accounts to supplement their Social Security. The bad news is that the rules associated with how to take distributions from those accounts are complex and not well understood. As a result, retirees are paying substantially more in taxes than they should, which is a shame, as most of these taxes could be avoided or reduced with proper planning.

In this webinar, we will cover:

  • How to consider your phase of retirement when tapping into various savings and investments accounts.
  • How traditional 401k’s/IRA’s, Roth IRAs, savings accounts, pensions, Social Security and annuities are taxed differently.
  • How to best draw on your retirement assets and create a distribution optimization strategy.
  • Strategies to practice tax diversification in retirement.
  • Why it’s important to be aware of the widow’s penalty.

This webinar was held on Thursday, June 3, 2021. for the webinar. Below is the full webinar replay.

Resources:

Bautis Financial Learning Center | Key Tax Law Changes | How Tax Planning Changes Through the Retirement | Bautis Financial Learning Center | Bautis Financial: (862) 205-5000

Schedule a complimentary taxes and retirement planning overview with our advisors here.

About the Instructor

Marc Bautis
Wealth Manager and Founder of Bautis Financial

Marc Bautis
  • Independent Financial Advisor
  • Fiduciary
  • 20 Years in the Financial Services Industry
  • Author of “The Retirement Fitness Challenge“
  • Host of The Agent of Wealth Podcast
Category: Learning Center, Retirement Planning, TaxesTag: Retirement Money Saving Tips, Retirement Planning, Retirement Tips, Saving for Retirement, Tax Planning Changes, Tax Strategies for Retirement, Tax Strategy, Taxes in Retirement
Previous Post: « Bautis FInancial Advisor Commentary Bautis Financial Advisor Commentary: June 3, 2021
Next Post: What is Resilience? – Daily Flash Briefing Bautis Financial Daily Flash Briefing (Alexa) »

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top