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How Tax Planning Changes Through Four Stages Of Retirement Workshop

How Tax Planning Changes Through Four Stages Of Retirement Workshop


Thursday, September 9, 2021 6:00 pm


Thursday, September 16, 2021 6:00 pm


University of Redlands - Appleton Hall Room 116
1267 E. Colton Avenue
Redlands, CA, 92373

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

Topics Discussed:

1. Tax Planning

Discover strategies to help reduce your taxes by setting up tax-efficient income funnels.

2. Social Security

Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.

3. RMD's

Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

4. Tax Legislation

Learn how to use the SECURE Act and the CARES ACT to your advantage.

5. Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Click on the sign up button to sign up for one of these events.

If you need assistance signing up, please feel free to contact us at (951) 652-1544 or email

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