The decade before retirement is often the most financially consequential period of your life. Income, taxes, and equity compensation are at their peak—but the margin for error is shrinking. The decisions you make (or avoid) during this window can permanently affect your lifestyle, your tax bill, and your legacy. In this webinar, Jim Davis, CFP®, walks through the tax and planning decisions that matter most for corporate executives approaching retirement.
Who This Is For
Corporate executives 5–10 years from retirement who are asking: Can I retire? When? And how do I do it tax-efficiently?
The key takeaway:
Equity comp left on autopilot can quietly build concentration risk and surprise tax bills. There’s a window between retirement and RMDs where you have more control—but most people miss it. The decisions you make (or avoid) in the years before retirement can permanently affect your tax bill.
