Boeing Webinar Series: Tax Planning Strategies When Preparing For Retirement
Boeing Financial Webinar Series
This webinar is designed to help Boeing employees who are considering retirement in the next three years. In this video, we’ll review:
- The retirement “tax headlock” and how to avoid it
- Proactive tax reduction strategies
- The retirement gap years
We hope that you find this information helpful and encourage you to share this invitation with anyone who may benefit from this information.
Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.