When preparing for retirement there are a number of strategies to help reduce your tax load. To help guide you, MSUFCU has partnered with Silvur to provide you with their best-in-class education and tools for effective planning through Retirement Simplified.
Join us for this virtual seminar, where we will review planning strategies such as Roth conversions, qualified charitable donations and how to max out your pre-retirement contributions. We will also cover the latest updates from the IRS so you feel more confident when preparing for tax planning this year.