We provide a bi-monthly educational “Taxes in Retirement” workshop.  Some of the topics we’ll cover in this complimentary session include:
  • Strategies to help protect yourself against the taxation of your Social Security income
  • Instances when taking RMDs could push you into a higher tax bracket
  • Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
Locations and dates vary. The workshop is complimentary and fills up fast. Please contact our office for the workshop schedule or to save your seat.

Workshops & Webinars

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