Events

Where Will You Retire? - WTP Speaking

Date: February 27, 2018 - 6:00 PM - 7:30 PM
Location: <p>The Grand Lodge<br>304 International Circle<br>Cockeysville, MD 21030</p>

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As the years pass by and retirement approaches, you may wonder if staying in your home is a good financial plan. Each state has unique laws that may be advantageous or harmful to your retirement. This seminar will discuss factors to consider when moving in retirement:

  • Estate taxes
  • Inheritance taxes
  • Income taxes
  • Healthcare costs
  • Cost of living
  • Downsizing
  • Owning vs renting
  • Retirement lifestyle options


Speakers:

  1. Ed Fee, Partner, Whiteford, Taylor & Preston
  2. Donald Hoffman, CPA, The Prosperity Consulting Group