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Community Event in Carmel:
Taxes in Retirement

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As a precaution for COVID-19 all community events are online until further notice. 

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Workshop Registration

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  • What You'll Learn

  • about the community

  • Who this is for

What You'll Learn

  • How the new proposed Biden Administration taxes could alter your retirement plan
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How to take advantage of Roth conversions as a tool to minimize taxes
  • Understand the official new tax reform rules and their impact on your retirement
  • How to integrate tax-efficient strategies into your investment portfolio and management process
  • How different kinds of income are taxed and interact with one another


This community event 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 discussed at this event 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

There is no cost to attend and you can submit questions! Just register with one of the available dates...

Frequently Asked Questions

Who is the presenter?

Our presenters are professionals within our community. Such as authors, financial advisors, attorneys, or estate planners. They are very knowledgeable and will be able to answer your questions.

Will I be pitched or sold anything?

No. Our events are strictly educational. If you are unhappy, please let us know in the feedback form after the event so we can work towards improving future events.

If the event is full can I be placed on a waitlist?

We offer a waitlist for most events. Please call us at (888) 671-5611 or email [email protected] and we will let you know if a space opens up.

This presentation is strictly informational. No investments will be promoted. It is intended for general purposes only and does not constitute tax or legal advice. You should contact your CPA or Lawyer to obtain advice with respect to any particular matter.

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