Speakers Jacob Jaegle, CFP®, Drew Barnes, CFP®, and Mark Smith, CFP®, CPA/PFS, CIMA® explain why optimizing your taxes during retirement in light of current tax law may challenge long-standing conventional thought.
Learn why the best way to arrange affairs to minimize taxes may actually be to not defer them, but to find a balancing point.
Understand the interrelationship between ordinary income and long-term capital gains and why it’s crucial to consider the coordination of the two along with the phase-in of Social Security taxation.
Thank you! Your submission has been received!
Something went wrong while submitting the form. Please try again or contact our office.
Receive all of our firm's resources as soon as they become available:
Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email firstname.lastname@example.org
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. M.J. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through M.J. Smith & Associates.
Raymond James does not provide any tax advice or tax services. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and /or members. M.J. Smith and Associates is independent of Raymond James. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.