Northwestern Mutual

This Tax Day, Focus on Your Lifetime Tax vs. This Year's Tax

MILWAUKEE, April 15, 2015 /PRNewswire/ -- This Tax Day, Northwestern Mutual is encouraging Americans to shift their thinking on taxes to achieve a comfortable life in retirement. Taxes can take a big bite out of a retirement savings account, so where people put their money can be just as important as how much they are saving. On Wednesday, April 22 at 1 p.m. EST Northwestern Mutual is hosting a free, 30-minute webcast, "Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k)" including a live Q&A which will give attendees actionable takeaways to help maximize their retirement dollars.

Webcast participants will learn:

  • Actions to take today to maximize their income later
  • Their retirement saving options
  • Ways to minimize taxes in retirement

The webcast's featured experts will be Wealth Management Advisor, Hans Myklebust, CFP®  CLU®, ChFC®, CASL® and Director of Retirement Planning, Angela DiCastri. CLU®. Myklebust specializes in retirement income planning and is recognized as an industry leader by Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. DiCastri has nearly 20 years of experience in the financial services industry and is responsible for the oversight of Northwestern Mutual's retirement market strategy.

According to our 2014 Planning and Progress Study, the topic of retirement is noticeably absent from the regular American discourse. In addition, 42% of American adults have not spoken to anyone about their retirement and only 39% have had conversations with their spouse or partner about the subject. Let this Tax Day be a reminder of the importance of planning a comfortable retirement to both those who haven't broached the topic of saving for retirement and those who are actively working toward achieving their retirement goals.  

About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years. Our financial representatives build relationships with clients through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With $230 billion in assets, $27 billion in revenues, nearly $90 billion in assets under management, and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million people who rely on us for insurance and investment solutions, including life, disability income and long-term care insurance; annuities; trust services; mutual funds; and investment advisory products and services. Northwestern Mutual is recognized by FORTUNE magazine as one of the "World's Most Admired" life insurance companies in 2015.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI, and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, Iife insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company.

 

SOURCE Northwestern Mutual

Peter Balistrieri 1-800-323-7033 mediarelations@northwesternmutual.com

4/15/2015 8:23:00 AM