EventsFinancial Planning Workshop: Your Financial Golden Years

This event has already occurred.

Financial Planning Workshop: Your Financial Golden Years

6:30 PM – 7:30 PM
East Palo Alto

Description

Between ages 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket, and other related topics, like: How is Social Security taxed? How to manage taxation of your RMDs? Is this a good time to do Roth conversions? What happens if you relocate to another state when you retire? How is your pension taxed? What are some tax-efficient ways to give to charity and help your family during retirement?

Suitable for:
Adults (19+ years old)
Type:
Business, Law, Finances
Life Skills
Workshops, Classes
55+ Friendly
Language:
English

Powered by BiblioCommons.

BiblioEvents: app01 Version 3.12.0 Last updated 2025/05/29 13:47

Image Built on: May 29, 2025 5:30 PM