Event Details

Dates: Tuesday, August 18 or Thursday, August 20

Time: 6:30 – 7:30 pm

Location: The Loading Dock – Beryl

Many aspects of everyday life change when you retire. One of the biggest changes you will be faced with involves your finances. Get professional guidance on potentially decreasing Medicare costs, minimizing the taxation of your Social Security benefits, and understanding the different strategies for your retirement income.

Your paycheck may have stopped, but taxes won’t. It is important to know how you can position yourself for better returns on your investments, with lower possible risks and in the most tax-efficient manner. It could potentially save you thousands of dollars.

If you would like more information on how taxes impact your retirement income sources, this workshop is for you! Attend This Workshop and Learn:

• How to minimize taxes in retirement
• What Roth conversions are and how they work
• Who may benefit from a Roth conversion and who may not
• How Roth conversions can impact future tax liability
• Utilize financial vehicles that can reduce your tax burden and last a lifetime
• Tools and methods available to retirees to help develop a retirement tax strategy