Rising Tax Risks: Featuring Marty Ruby

If you don’t have a plan for your retirement, the lifetime of work you’ve put into saving for your retirement years could be subject to much higher tax rates than you thought. Special guest Marty Ruby, FSA talks about the growing tax concern for retirees today, as well as his latest webinar “Rising Tax Risks in Retirement.”

Here are just a handful of the things that we'll discuss:

  • How to take advantage of current low tax rates.
  • What is the widows penalty?
  • What future tax legislation could mean for your savings.


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