Broker Check
13 June
Taxes in Retirement


You and a guest are invited to join us at Edith Wheeler Memorial Library for an informative workshop on Taxes In Retirement!

We will discuss the following:

Tax Planning – Discover strategies to help reduce your taxes by setting up tax-efficient income funnels.
Social Security – Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.
RMD's – Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.
Tax Legislation – Learn how to use the SECURE Act and the CARES ACT to your advantage.
Avoiding Mistakes – Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Date and Time

Tue, Jun 13, 2023

6:30p - 8:30p EST


Edith Wheeler Memorial Library

733 Monroe Turnpike
Monroe, CT, 06468
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