Our tax code is complex and often confusing, which means you can sometimes pay more in taxes than you were expecting. This educational webinar will help you get a better understanding of how tax planning changes throughout your pre-retirement and retirement years, and what you can do to help ensure you are making the most of your retirement savings. We will help you understand how tax code and other rules could impact your financial planning and investments.

Presenters:

Royal Standley's most important duty as an advisor is educating and helping clients achieve the goals they have set for themselves through comprehensive planning - and prudent investment choices.

James Monroe enjoys teaching families the basics of financial literacy and breaking down complex ideas into simple-to-understand terms, then helping clients execute them for their future.