Tax-Savvy Retirement: Information to help minimize taxes and keep more in retirement.
These workshops are strictly informational and do not promote any products or companies. A “Hear It. See It. Write It.” coaching method makes it easy for you to understand, retain and profit from the information covered.
Learn important rules that could affect the amount of retirement benefits you collect. Determine the best strategies to help minimize taxes in retirement to fund your desired quality of life.
We will discuss the following:
How will the new SECURE Act legislation impact our retirement?
How to reduce taxes on social security benefits after you start receiving benefits.
Why the Stretch IRA is going away.
How can the tax laws help?
Is it beneficial to convert your IRA to a Roth IRA?
How to maximize income in retirement.
How to plan Social Security with other sources of income.
Learn how to minimize taxes on your Required Minimum Distributions (RMDs).
*Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
This event is in not sponsored or endorsed by, nor affiliated with the venue listed.
UC Riverside, Palm Desert Center
President of Mountain Peak Financial, Inc.
CA lic. #0B02155