Events

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 - rachel@1on1financial.com, (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