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Taxes in Retirement

Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy? If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

During this seminar you will learn:

  • Retirement Taxation - We will equip you with the most up-to-date and comprehensive information on navigating the retirement tax maze.
  • Efficiently Harvesting Income Sources - This includes Social Security, 401(k)/IRA, other sources or a combination of them all.
  • The Official New Tax Reform Rules - You’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you more money.

Presented by Enlighten 567.

Free & open to all.

Event Location: 
Queset House, 2nd Floor Conference Room
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