Understanding Taxes in Retirement
About this Event
Join us for a complimentary educational dinner seminar focused on understanding how taxes can affect your retirement. You'll learn how different retirement income sources are taxed, explore Roth IRAs and Roth conversions, and discover the value of tax diversification when creating a retirement income plan.
Whether you're just beginning to save for retirement, approaching retirement, or already retired, this seminar is designed to provide practical information to help you make more informed financial decisions.
What you'll learn:
• How different retirement income sources are taxed
• The three tax buckets: taxable, tax-deferred, and tax-free
• Roth IRAs and Roth conversions
• Required Minimum Distributions (RMDs)
• How taxes may impact Social Security and Medicare premiums (IRMAA)
• Why tax diversification matters
Event Details:
• Date: August 19
• Time: 5:30 PM – 6:30 PM
• Location: The Hall, 4795 Union Park Blvd. Little Elm TX 76227
• Dinner will be provided at no cost.
Please note: This seminar is for educational purposes only and is not intended to provide individualized tax, legal, or investment advice. Space is limited, so advance registration is encouraged.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
