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National Retirement Academy - Taxes and Retirement

Where - Hotel Casa 425 + Lounge, 425 W 1st St, Claremont, CA 91711

When - Wednesday, May 17th at 2:00pmOR6:00pm OR Tuesday, May 23rd at 

RSVP -, (909)981-1720

  • Individuals who are recently retired or retiring in the next 15 years

  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement

  • Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”

  • Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)

  • Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds

  • How to create a bucket plan strategy with your investments

  • Why ROTH conversions and TCJA could impact your retirement

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 24, 2020

6:30a - 8:00a

Goldy S. Lewis Community Center

March 18, 2020

6:30p - 8:00p

La Verne Community Center

November 12, 2019

6:30p - 8:00p

Claremont High School

Savvy Social Security Planning

Savvy Social Security Planning for Boomers

Event Registration