Taxes & Retirement

Webinar recording from Nov. 14, 2019
Presenter: Nicole Cole

Download accompanying slides (PPTX: 7.2 MB)

Retirement income planning is key to having a financially successful retirement – whether you are partly or fully retired. What’s more important than performance – staving off transfers of your retirement wealth? One of the largest transfers of retirement wealth is taxes. This workshop helps you to understand, consider, and explains tax consequences of various strategies in retirement. Participants will learn about the impact of taxes to your future incomes, highlights risks specific to retirement, and discusses strategies to prepare to have a successful retirement income plan. 

Nicole Cole

Nicole Cole, Wealth Advisor, believes financial planning is about spending less time worrying about your finances and more time enjoying priceless moments. She uses a comprehensive, goals-oriented approach to help clients plan for their financial future. Nicole’s professional registrations held with LPL Financial include the FINRA Series 7 and 6 Investment Company and Variable Contracts Products Representative and the Series 63 Uniform Securities Agent. The Series 65 registration is held with Colonial River Investments, LLC. She also holds Life, Health, and Variable Annuity licenses with the state of Virginia, D.C., MD, NC, and FL.

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