Steven Elwell Speaks To Packed House at AARP Event

Steven Elwell spoke to a large audience interested in learning more about taxes in retirement at an AARP sponsored event.   Topics covered included the different sources of income that are taxed,  NY State rules on taxation, strategies to reduce tax liabilities and the benefits of delaying social security benefits, along with several other planning related strategies.

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Level’s Chief Investment Officer, Steven Elwell, CFP®, discusses second quarter market performance in this 20-minute video. Transcript available here. Level

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