Free Retirement Class at Norman P. Murray Community Center: Taxes in Retirement & ROTH IRA’s
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📅 Register for your FREE Spot Today!
In this comprehensive class you will learn:
✔ How taxes change during the 4 phases of retirement and how recent tax changes could alter your retirement
✔ The different types of investment and retirement accounts
✔ How Social Security & Medicare will affect your taxes
✔ How to effectively do a ROTH conversion
✔ How taking RMDs may push you into a higher tax bracket
✔ Tools and strategies available to help develop a retirement tax strategy
📍 Location: Juniper A & B
In this comprehensive class you will learn:
✔ How taxes change during the 4 phases of retirement and how recent tax changes could alter your retirement
✔ The different types of investment and retirement accounts
✔ How Social Security & Medicare will affect your taxes
✔ How to effectively do a ROTH conversion
✔ How taking RMDs may push you into a higher tax bracket
✔ Tools and strategies available to help develop a retirement tax strategy
📍 Location: Juniper A & B
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Where is it happening?
Norman P. Murray Community and Senior Center, Interior - Murray Community, Mission Viejo, CA 92692, United States
Event Location & Nearby Stays:
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Host or PublisherRetirement Wealth Academy
