During this informative workshop, our Wealth Advisors, Alana Macy, CFP®️, MBA and Evan Welch,CFP®️ will be sharing key details about planning for taxes in retirement. During this workshop, we will share:
- Common misconceptions about taxes in retirement
- How the U.S. tax code works and what you need to know
- How taxes and retirement have changed drastically over the last few decades
- New tax law changes that could affect your retirement
- How taking your RMDs could cause you to pay more in taxes
- Ways to potentially protect yourself against volatile market conditions
- Charitable giving strategies
- Roth conversion strategies
- Specific tax strategies we’ve used to help our client
Join us for a fun evening of education and a light dinner!