Taxes in Retirement

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand the potential impact taxes have on your retirement income.

If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

Join us at Heatherwoode Golf Club as we cover "Taxes In Retirement" on May 13th from 6:00 PM - 7:30 PM.

This seminar is geared towards helping educate you about the complex topic of retirement taxation. There are a number of strategies that can be implemented to with the goal of harvesting tax efficient income in retirement. We hope that by joining us for this presentation, you will leave with a clearer picture of how this relates to you and your unique situation.

When: Thursday, May 13, 2021 - 6:00
Where: Heatherwoode Golf Club
88 Heatherwoode Blvd
Springboro, OH 45066
Host: Stephen Calvert
Phone: 937-387-9561