Workshop: Tax Planning in AND for Retirement

Marshfield Medical Center Credit Union > Blog > Workshop: Tax Planning in AND for Retirement
tax planning workshop

MMCCU has partnered with Neufeld Capital Management to provide helpful financial information and workshops for our members. The next workshop will take place on September 7th at 5:30pm and September 8th at 12:00pm and cover “tax planning in AND for retirement.”

“This workshop isn’t about tax preparation but rather tax reduction, so we’re going to discuss tax changes that come with retirement as well as the current tax laws, possible upcoming changes and the opportunities that come with that,” said Trevor Neufeld, Financial Advisor. “We’ll also cover how Social Security is taxed, the benefit of Roth IRA’s, how you can decrease your health care premiums, and numerous other topics that can ultimately help you pay less taxes both before and during retirement!”

To register, contact Trevor at 715-389-8663.

credit union membership

Leave a Reply