Join The Dala Group for a practical, informative seminar on retirement tax planning. Learn how taxes change in retirement, how Social Security is taxed, and ways to reduce Required Minimum Distributions (RMDs). We’ll cover healthcare costs, the tax impact of losing a spouse, and strategies for managing taxable income. Discover how Roth IRA conversions, charitable giving, and investment planning can help you keep more of your hard-earned money. Perfect for those nearing or in retirement.

*This is an in-person event

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