Home / Carmel / Taxes In Retirement
What You'll Learn
About The Community
Our community has chapters in many major cities. Our mission is to provide a fun and interactive environment for people to make friends and learn about retirement.
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Who Is This For?
This is most suitable for people in or near retirement with investable assets of $250k or more. We will cover how retirement taxes work and steps you can take to lower them.
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED
Understand the potential impact taxes have on your retirement income
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.
The concepts discussed in this course are most suitable for those with investable assets of $250k or more.
Using the information you'll learn during this online conference 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...
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.