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Steve Gaito: Tax Risk in Retirement | Certified Financial Planner

How Retirement Funds 401(k) IRA, 403(b) plans are impacted by tax changes
The Great American Savings Myth
Micro vs Macro approach to taxes
Where you are taxed in retirement

Call today for tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion

Steven W. Gaito, CFP®
Certified Financial Planner TM
Cell: 919-270-4100
110 Traders Cross, 1st Floor, Bluffton, SC 29909

Talk of the Town Hosted by Robyn Zimmerman

June 2024

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