16
Nov
Tax Planning: How Will Taxes Affect Your Retirement? November 16th, 2023
Description
Speaker: Kip A. Hoover, Financial Advisor
At this workshop you will learn:
Understanding current tax rates and expiring provisions
How the SECURE Act and SECURE 2.0 affect retirement preparation
What you need to know about Required Minimum Distributions (RMDs) including strategies to manage the impact of RMDs on taxable income
Creating a source of tax-free income with ROTH IRAs and ROTH conversions
Why beneficiary planning is more important than ever when leaving retirement assets to heirs
Date and Time
Thu, Nov 16, 2023
5:30p - 6:30p EST
Location
WILLOUGHBY COMMUNITY CENTER
35400 CHARDON ROAD
Willoughby Hills ,
OH
44094