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Taxes in Retirement Workshop




Taxes in Retirement Workshop

Tuesday, January 29, 2019

6:30p - 8:30p PST

Claremont High School Theater Room

Claremont High School Theater Room

1601 N Indian Hill Blvd
Claremont, CA 91711
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Organizer:

Leslie Coulson leslie@1on1financial.com

THE NEW TAX RULES HAVE CHANGED
Understand how this can impact your retirement income

CLAREMONT HIGH SCHOOL
Claremont High School is not a sponsor or affiliated with this workshop in anyway.

Theatre 105
1601 N. Indian Hill Blvd,
Claremont, CA 91711

Tuesday, February 5th
6:30pm-8:30pm

No charge. Educational only.

Please join us for an informational workshop discussing Taxes In Retirement. If you are approaching retirement, you need to comprehend how taxes, including the 2018 changes, can affect your retirement income.

  • Includes your own tax planning analysis, taking your Social Security, 401(k)/IRA and other sources of income into account
  • Develop strategies to protect your Social Security income from excess taxes
  • Learn common misconceptions about taxes in retirement
  • Learn how lost deductions can affect your tax situation

The material presented in this course is most appropriate for those who have over $250,000 in investible assets.

Nothing will be sold and there are no sales pitches or obligation.


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