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Retire Tax-Smart: Keep More of What You’ve BuiltRetirement isn’t just about how much you’ve saved—it’s about how much you’re able to keep. Join us for an easy-to-understand class covering the most important tax considerations that can affect your retirement income and legacy.
You’ll learn how tax-deferred accounts may impact your future tax bill, what to know about IRAs and Required Minimum Distributions, how Health Savings Accounts can support tax-efficient healthcare planning, and strategies to consider when transferring wealth to your loved ones with reduced—or potentially no—tax.
Whether retirement is approaching or already here, this class will help you ask better questions and make more informed financial decisions.
Reserve your seat and start building a more tax-smart retirement.
This class is for educational purposes and does not provide individualized tax, legal, or investment advice.
Darla Ellis
Tax bills don't fix themselves!!
Co-Founder
limelifetax.com
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Event venue
400 S Woods Mill Rd Suite 115, Chesterfield, MO, United States, Missouri 63017
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