Download the report:
Watch our webinar
Download the report:
Watch our webinar
If you’re like most people, you probably haven’t thought about taxes in retirement. Did you know that you may need different tax planning in the distribution phase (retirement) than in the accumulation phase (working)? Many aspects of retirement will affect your tax bill in ways different than your working years. Our confusing tax system treats various income types differently and contains hidden taxes and penalties.
Chief Financial Strategies
✔︎ The common misconceptions about taxes in retirement
✔︎ The first thing you need to understand about taxes in retirement
✔︎ Strategies and tools you can potentially use in developing a retirement tax plan
✔︎ Why the conventional wisdom of when to use assets may not work
✔︎ The tax mistakes in Social Security and Medicare
✔︎ How to organize assets for your family’s benefits and more!
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. Shae has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE). the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada and California. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680 and CA Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.