Join us for a practical and informative seminar on retirement tax planning. Learn how taxes change when you retire, how Social Security benefits are taxed, and ways to lower your Required Minimum Distributions (RMDs). We’ll also cover important topics like healthcare costs in retirement, the tax impact of losing a spouse, and simple strategies for managing taxable income. Discover how Roth IRA conversions, charitable giving, and investment gains and losses can benefit you. Perfect for those nearing or in retirement who want to keep more of their hard-earned money.

*This is an in-person event

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