Your first year of retirement can change where your income comes from and how it is taxed. Without a paycheck, Social Security, pensions, retirement withdrawals, and investment income can create new tax considerations for corporate retirees. We’ll explain what to review before year-end and how these different income sources may affect your tax picture. Join us to learn which areas deserve your attention as you plan for the year ahead.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by Healthcare. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.