If you’re approaching or already in retirement, it’s important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.

By attending this seminar, you’ll learn about the most up-to-date and comprehensive information regarding retirement taxation—and how to potentially save thousands of your hard-earned dollars. This includes efficient ways to manage your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, the goal is to help you be better prepared to develop a comprehensive retirement tax strategy that could help preserve your income from unnecessary taxes and ultimately help you save more money.