Event Details
Event Type: Webinar
Tue
April 14, 2026
12:00pm - 1:00pm
At your computer/device
Event Registration
The Tax Advantage Playbook
Saving for retirement involves more than just how much to set aside. The way your savings are taxed plays a crucial role in your long-term financial success. Are you taking full advantage of various tax options in your financial plan?
In this free webinar, we’ll explore essential tax treatments and how to leverage them effectively. Learn if a pre-tax contribution is best for immediate tax relief or if you would benefit more from Roth contributions with their future tax advantages. Discover how after-tax contributions can help you save beyond annual limits and how the backdoor Roth strategy can work even if your income exceeds traditional thresholds. We’ll also highlight the powerful benefits of Health Savings Accounts (HSAs) for tax-free growth, maximizing savings for healthcare expenses.
By the end of the session, you’ll have a clearer understanding of diverse tax strategies and actionable insights to create a personalized retirement plan that optimizes your financial future.
This class will be recorded and a one-week link to the recording will be shared with all registered participants. To receive incentive points, attend at least 80% of the live session or listen to the entire recording within one week. Request disability accommodations and access info.
Class details are subject to change.