Retirement Tax Planning

Please note the 6pm start time!

If you're nearing retirement or already retired you need to understand how taxes impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Learn how to navigate the retirement tax maze. This program 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. Presented by Greg Kurinec of The Society for Financial Awareness.

Registration required.