Broker Check
15 May
SEMINAR: Taxes in Retirement

Description

We're looking forward to seeing you at the upcoming Taxes in Retirement seminar at Bear Trap Dunes on May 13th from 11AM to 12PM.

At this seminar we will discuss:

  • The importance of protecting your savings from the impact of rising taxes in the future
  • Taking advantage of the new tax rules
  • Key strategies that could help mitigate your taxes in retirement
  • Creating a source of tax-free income with Roth IRAs and Roth Conversions
  • How a higher income affects Medicare premiums and taxes on social security benefits
  • Managing your overall tax liability with tax advantaged investments

Date and Time

Thu, May 15, 2025

11:00a - 12:00p EST

Location

Bear Trap Dunes

7 Club House Dr.
Ocean View , DE 19970
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PT1H

Event Registration

Will you be able to attend this event?