When you retire, you leave behind many things -- the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill.
When you understand how investments are taxed and set strategies accordingly, you can make decisions that help keep income taxes in check.
How to be tax-efficient in your current bracket
How Social Security is taxed
Ways to create tax-free retirement income
Please join us! Each family may bring one guest who may benefit from the workshop.