If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 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.This workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during the workshop, 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 money. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.
November 3, 2018
10:00a - 11:30a