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Minich MacGregor Wealth Management to Host Tax Planning Webinars

Written by Staff Report on . Posted in Featured, News.

SARATOGA SPRINGS, NY — Minich MacGregor Wealth Management, an SEC-registered investment advisor with offices in Saratoga Springs, NY, and St. Augustine, FL, is hosting Tax Strategies to Help Manage Income Taxes in Retirement webinars on Tuesday, December 13th at 1:00pm and Thursday, December 15th at 5:00pm.

In these webinars, you will learn the the answers to your questions:

  • What and how do Roth Conversions work?
  • Is Social Security taxable in retirement? What is the tax torpedo?
  • How are my capital gains on my investments taxed?​

At this webinar you will learn:

  • Pros and cons of Roth Conversions
  • When is Social Security income not taxable
  • Why mutual funds can increase your taxes

To register for an upcoming zoom webinar, hosted by Cory Laird, visit https://www.mmwealth.com/tax-planning-webinar/.

Staff Report

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