Taxes in Retirement for 2023

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Program Description

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Learn about recent and proposed tax changes and how they could impact your retirement income. Tyler Wrezinski from the Institute for Financial Education will cover the SECURE Act, opportunities to reduce your tax burden, strategies to help protect yourself against the taxation of your Social Security income and more. With tax efficiency at the core of a solid retirement strategy, staying informed on how important tax law changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and maximize income in retirement.

Registration is required and space is limited.