Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

03 Oct
Taxes in Retirement


Attend this informative workshop and learn about:

    • A review of the official new tax reform rules and their impact on your retirement
    • Minimizing your retirement income from taxes
    • Funding Roth IRAs and making strategic Roth conversions
    • Transitioning your portfolio from the accumulation phase to the income phase
    • How to manage the 4 stages of your retirement accounts
    • Choosing the right accounts to draw from first
    • Medicare's unseen tax surcharges for retirees
    • Why it is important to understand Required Minimum Distributions long before age 70
    • How you can be tax efficient with your charitable giving
    • How to minimize taxes on your Social Security benefits
    • How to coordinate Social Security with other forms of retirement income
    • Estate planning tax issues that have nothing to do with exemptions
    • What to consider when it comes to inheriting an IRA

    Date and Time

    Thu, Oct 03, 2019

    6:30p - 8:00p EST


    Courtyard Marriott – Coral Gables

    2051 Le Jeune Road, Coral Gables, FL 33134
    Coral Gables, FL 33134


    Free parking at the lot across the street

    View on Map
    Share |

    Event Registration

    Thank you!

    Error processing your request. Please try again at a later time.