No Cost Online
Tax Efficient in Retirement Class
Tuesday or Thursday
at either 11:30 am or 6:30 pm central
Do you worry about how taxes could impact your retirement savings? Our Tax Efficient in Retirement webinar shows you how to protect more of what you’ve saved and set up a lasting tax strategy. Learn proven techniques to reach the ‘zero-tax’ bracket, optimize Social Security, and make tax-efficient investment choices.
EXCLUSIVE FREE Online Class
What's Covered:
How to Achieve the "Zero" Tax Bracket:Strategies to eliminate unnecessary taxes
Tax-Efficient Income: How to structure retirement withdrawals for less tax impact
Optimize Social Security: Avoid costly mistakes on Social Security Benefits
Smart Investment Strategies: Aligning portfolios to support tax goals
Real-Life Case Studies: See how others achieved greater tax efficiency in retirement
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Why Is Creating Tax Efficient Retirement Important?
Maximize Your Retirement Savings
Learn actionable strategies to reduce tax burdens and keep more of what you’ve saved for retirement.
Avoid Common Tax Pitfalls
Understand key tax mistakes and how to avoid them, especially with Social Security and investment withdrawals.
Achieve Your Retirement Goals
See real-life case studies that demonstrate how others have achieved tax efficiency and secured a more stable retirement.
You Should Watch This Class If...
You are concerned about running out of money in retirement and you need strategies that can provide predictable and reliable income streams
You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have
You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected
You care about being strategic with your money and making plans that are tax-efficient
TESTIMONIALS
What Others Have Said About This Class
"The tax strategies discussed were valuable and practical."
- Lisa
"I never realized how much of an impact taxes could have on my retirement. This class really opened my eyes to important planning strategies."
- Bonnie
"The examples and case studies made it really relatable."
- Richard
"Great insights on how taxes affect retirement income. This class is perfect for anyone looking to maximize their retirement savings."
- Jack
©2025. All rights reserved.
Hosted by Vincent Oldre, CFP, an Investment Advisor Representative for CFG Retirement.
This course is held all around the country but is not affiliated with any of these locations.