Regardless if you file taxes on your own or if you have them prepared by your CPA, it probably doesn’t come as a shock that many people find our tax system confusing. For those individuals who are getting close to retirement or are already retired, it can leave even the most seasoned tax filer perplexed. Our Tax Clarity workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls. This workshop will cover:
✓ Ways to understand the tax rules we live under
✓ How to identify misconceptions about taxes in retirement
✓ Understanding the tools and strategies available to middle-income retirees
✓ How to avoid the political and stick to the actionable
✓ And more
This event is limited to the first 20 RSVPs!
To RSVP, click below for the reservation form.