Retirement Planning 101
Retirement Master Class
Event Details
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Date: Tuesday, March 12th
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Time: 6:30 p.m. – 7:30 p.m.
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Where: Maidu Community Center – Meeting Room 1
1550 Maidu Drive, Roseville, CA 95661
Workshop Discussion Highlights
- Tax planning in a volatile market.
- How to maximize Roth conversions in a down market.
- How to decide the best method of taking out your money at retirement.
- If you have the core estate documents in place.
- Options for taking Social Security benefits.
- Ways to mitigate taxes before and after retirement.
- How to align your investments to meet your income needs in retirement.
*Please note: Your registration is not confirmed until you have spoken with a member of our team.