Attention pre-retirees & retirees!
Join us for a
workshop on navigating
Taxes In Retirement
Monday, November 13th & Thursday, November 16th
11:00am - 12:30pm
Meyera E. Oberndorf Central Library | Virginia Beach, Virginia
R S V P to
The changing rules for a retiring generation of baby boomers
The history of federal tax - what it would look like for retirees if tax history repeated itself
Common misconceptions about taxes in retirement
How lost deductions may affect your taxes in retirement
How to reduce effective tax on your Social Security income
Tools that will help you know when to claim your Social Security to optimize income and reduce your tax
Strategies available today that retirees can use to help minimize taxes in the retirement distribution phase
Why having a tax minimization strategy in the retirement distribution phase is more important today than any other time in modern history
How the potential for rising taxes may affect your retirement cash flow
Seating Is Limited!
Please select which workshop you would like to attend:
Monday, November 13
Thursday, November 16
Reserve My Seat!