Broker Check
30 April
Taxes and Retirement Planning - 4/30

Description

📢 Tax Season is Here – Are You Prepared for Retirement? 📢

The tax code is your friend, but only if you know how to navigate it. With the right strategies, you can minimize your tax burden in retirement and keep more of your wealth where it belongs—with you and your family.

Join us for this powerful seminar where we’ll break down proven tax strategies designed specifically for retirees and those nearing retirement, including:

✅ Roth Conversions – Reduce future taxes by strategically shifting to tax-free income
✅ Tax-Efficient Withdrawals – Maximize your income by withdrawing in the right order
✅ Using the Standard & Itemized Deductions – Make every tax break work for you
✅ Capital Gains & Investment Tax Strategies – Grow your wealth while minimizing taxes
✅ Qualified Charitable Distributions (QCDs) – Lower your taxable income while giving to causes you care about
✅ Estate & Inheritance Tax Planning – Protect your legacy for your loved ones

Tax season isn’t just about filing your return—it’s about planning for a tax-efficient retirement. Don’t leave money on the table. Join us and take control of your financial future today!

Date and Time

Wed, Apr 30, 2025

6:30p - 8:00p PST

Location

Frisco Library

8000 Dallas Pkwy, Frisco, TX 75034
Frisco , TX 75034

Note

Community Room C

View on Map
PT1H30M

Event Registration

Will you be able to attend this event?