UNDERSTANDING TAXES IN RETIREMENT

AN EDUCATIONAL OVERVIEW OF HOW TAX RULES MAY AFFECT RETIREMENT INCOME

If you are nearing retirement or already retired, join us for an educational seminar addressing general federal income tax considerations associated with retirement.

Topics will include the general tax treatment of Social Security benefits, pensions, 401(k) and IRA distributions, required minimum distributions, Roth conversions, and other common retirement income sources. The seminar will also explain how different types of retirement income may be treated for federal income tax purposes.

Because each person’s circumstances are unique and tax laws may change, the information presented will be general in nature and is not intended to provide individualized tax, legal, or investment advice. Attendees should consult with qualified tax and legal professionals regarding their individual circumstances.