Lunch & Learn: Tax Strategies for Retirement

Tax Strategies for Retirement Lunch & Learn

Date: September 26th, 2024
Time: 12:00 pm
Location: Fullerton Financial Planning Tempe Office
Address: 600 E. Rio Salado Pkwy., Suite 102, Tempe, AZ 85281

Join us for an engaging and informative Lunch & Learn where we’ll explore essential tax strategies for retirement. Whether you’re nearing retirement or already enjoying your golden years, understanding how to optimize your tax situation can make a significant difference in your financial well-being.

During this relaxed and interactive session, we’ll cover:

• Tax-efficient Retirement Income: Learn how to manage withdrawals from retirement accounts to minimize your tax burden.
• Tax Planning Strategies: Discover strategies to take advantage of tax breaks and deductions available to retirees.
• Investment and Tax Considerations: Understand how your investment choices can impact your taxes and how to make informed decisions.

RSVP Today!

We look forward to seeing you!

Host or Publisher Fullerton Financial Planning