Tax Planning Workshop Available for Members

Marshfield Medical Center Credit Union > Blog > Tax Planning Workshop Available for Members

MMCCU has partnered with Neufeld Capital Management to provide helpful financial information and workshops for our members. The next workshop will take place on January 24th at Noon or January 25th at 5:30pm and cover “tax planning in AND for retirement.”

“This workshop isn’t about preparing taxes but instead tax reduction so we’ll discuss changes that come with retirement as well as the current tax laws, possible upcoming changes with those, and ultimately touch on the choices you can make that can lower your taxes, decrease health care premiums, and optimize your Social Security.” 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.

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