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.
Our Community Values
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.
NEW TAX RULES CAN MAKE A BIG IMPACT ON YOUR RETIREMENT
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
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.
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.
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.