Upcoming Retirement, Financial Planning, & Insurance Webinars

Tax Strategies in Retirement

Wednesday, June 21st, 2017 at 2:00 PM ET

Register Now for Free

Sponsored By:
WAEPA, a nonprofit association serving the health, welfare, and financial well-being of Federal civilian employees since 1943.

Presented By:
Bob Leins, CPA, on behalf of the National Institute of Transition Planning, Inc. (NITP), the national leader in Federal Pre-Retirement and Benefits Training since 1984.

About the Webinar:

Understanding how much income you will need and how it is taxed in retirement are key aspects of a successful retirement.  Ensure you have a solid tax strategy in place.

Today’s webinar will cover:

  • Determine your income needs in retirement
  • Be aware of how Federal and state income tax will impact cash flow
  • Know how your main source of income will be taxed
  • Options for TSP distributions
  • Pending TSP withdrawal changes
  • Impact of TSP’s prorate rule regarding distributions

Determine amount of income and the impact on Medicare premiums

Previously-Recorded Webcasts

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Guides

Our WAEPA Guides cut through the complexity and get to the heart of the matter – helping you decide what’s right for you.