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STRATEGIES TO REDUCE YOUR TAXES IN RETIREMENT

Location:

Ruth’s Chris

2961 Michelson Dr.

Irvine, CA 92612

Directions

Date:

Wednesday, August 26

Time:

6:30 pm

Note: You are not confirmed until you speak with us.

Note: Please arrive 20 minutes early.

UNDERSTAND THE IMPACT OF TAXES ON YOUR RETIREMENT INCOME AND DISCOVER STRATEGIES TO MINIMIZE YOUR TAX BURDEN IN THE YEARS AHEAD.

Now is more important than ever to educate and empower yourself to make the best decisions with your hard-earned dollars. Join us as we discuss these timely topics and more:

  • THE ONE, BIG BEAUTIFUL BILL ACT: How recent tax reforms could affect taxes on Social Security, pensions, and retirement account withdrawals.
  • INFLATION CONCERNS: What steps can you take to protect your retirement assets from the continued pressure of inflation?
  • GOVERNMENT SPENDING: As Congress implements new tax and spending measures, how could they impact your long-term financial outlook?
  • OPTIMIZING SOCIAL SECURITY: Explore strategies to time your Social Security benefits for maximum financial benefit.
  • TAX STRATEGIES: How can you protect your retirement income from potential tax increases and the increasing costs of health care and daily living?
  • ENSURING RETIREMENT INCOME: Will your retirement income last? Discover strategies to help ensure a steady income throughout your retirement years.

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