Will Taxes Affect Your Retirement?

It is critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than your fair share. Learn how future tax changes may create the potential for higher taxes, ways to create tax-free retirement income, how social security is taxed and how to work efficiently within current tax brackets.

Kevin Gary Schwartz

Instructor

Sometimes all you need is someone to help show you the way, and it’s no different when it comes to finances. Whether you’re just starting out in your career or are preparing for the retirement of your dreams, I’m here to listen, understand and guide you along your financial journey. As an experienced financial advisor, I help strengthen financial positions, invest in tax-efficient ways, and ultimately prepare to transition savings to income in retirement.

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