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A Word from Mark Farrelly CFP®, ChFC®, CDFA® on Taxes

11/14/2022

 
The U.S. tax system is complicated. Understanding the intricacies of the tax code and how different sources of income – including social security and capital gains – interact with one another can be intimidating, especially when transitioning into retirement. Our “Taxes in Retirement” webinar will address these topics and more while providing information on the tools available to help you proactively create tax-efficient strategies and avoid common tax pitfalls.

​View the webinar here.
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Mark Farrelly CFP®, ChFC®, CDFA®
​Senior Advisor And Director Of  Financial Planning


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