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NAPO sets tax-efficient retirement planning webinar for May 18

Posted by: jgomori Posted date: May 6, 2021


NAPO is partnering with longtime sponsor Nationwide to offer NAPO members an informative webinar on Retirement Planning.

Take Control of Your Retirement Planning ~ Manage Taxes on your Retirement Income will be conducted 1-2 p.m. EDT May 18, 2021.

The presentation will cover the importance of having a tax-efficient plan in retirement. This requires a thoughtful approach to retirement planning as early as 10 to 15 years prior.

As participants transition into retirement, there are opportunities to make key decisions about what to do with retirement accounts and Social Security and where to take money from first. These decisions can impact the longevity of a retirement portfolio, how much income is lost to taxes and how much is left to heirs.

Click here to register for Nationwide’s Tax-Efficient Retirement Income (TERI) presentation.

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