Taxes and Transitions

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In this two-part show, Heidi and Shea will discuss two key elements of retirement planning: Taxes and Transitions. Heidi will delve deep into the implications of how accounts are taxed, so that you can make a strategic plan to withdraw accordingly. Not all accounts are the same and, as the rules change, you must change your plans too.
Shea, a Certified Life Coach, will talk about the importance of understanding how to manage your transition into retirement. Even if you’re looking forward to it, having a plan to manage the change in relationships, time and resources will require a new set of tools.