About this Event
Description:
Are you heading into retirement and wondering how much of your income will actually be yours to keep?
Most pre-retirees don't realize how much gets lost to taxes until it's too late to do anything about it. This free educational workshop will open your eyes to what smart tax planning can do for your retirement.
At this workshop you will learn:
✅ How to create a tax-focused retirement plan
✅ How to avoid IRMAA and higher Medicare premiums in retirement
✅ How to create tax-efficient retirement income
✅ Whether you'll really be in a lower tax bracket in retirement
✅ How to avoid costly mistakes during the transition from saving to spending
✅ How it may be possible to plan now to potentially avoid federal taxes throughout retirement
Seating is limited. Advance registration is required.
This workshop is for educational purposes only.
Event Venue & Nearby Stays
East Anaheim Community Center, 8201 East Santa Ana Canyon Road, Anaheim, United States
USD 0.00






