Mon, Jun 25 | Back Bay Conference Center - Irvine, CA

Taxes In Retirement - 6/25/2018

If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
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Taxes In Retirement - 6/25/2018

Time & Location

Jun 25, 2018, 11:00 AM – 12:30 PM
Back Bay Conference Center - Irvine, CA, 3415 Michelson Dr, Irvine, CA 92612, USA

About The Event

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. OVERVIEW VIDEO

Understand the potential impact taxes have on your retirement income. If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income. As it may be possible for you to pay less in taxes on your hard-earned dollars.

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

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