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Tax Planning in Retirement seminar
July 15, 2025 | 4:30 PM - 5:30 PM
Free
COMPANY: Hilltop Planning
TITLE: Tax Planning in Retirement
PRESENTOR: Jeff Morneault (CFP, EA, RICP)
EVENT DETAILS: Tuesday, July 15th *
4:30 p.m.– 6 p.m. – Independence Hall Activity room
WHAT RESIDENTS WILL LEARN:
- Roth Conversions: How to run tax projections and strategies to pay tax on conversions.
- Tax Gain & Loss Harvesting: Benefits of harvesting losses and resetting tax basis on gains.
- Tax-Efficient Investing: Matching asset allocation with location & efficient withdrawals
- Tax-Efficient Gifting: Bunching gifts for deductions, Qualified Charitable Gifting, DAFS.
****Q&A TO FOLLOW PRESENTATION
CONTACT INFORMATION: 512-222-9083, hilltopplanning.com
