How Tax Planning Changes Through Four Stages of Retirement 

Tax planning in retirement can be unexpectedly difficult.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.

Presented by:

Bill Rossitto

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Bill

William Rossitto Jr. is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).   Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

CA Insurance Lic# 0C81396

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.