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Tax Planning Seminar
May 13, 2024 @ 11:30 am - 1:00 pm
Taxes could be one of your biggest expenses in retirement. Learn tax filing strategies designed to help you save money in retirement. This presentation will cover:
- Recent changes in tax policy
- The Four Tax Buckets in retirement
- Strategies for tax savings · RPOA’s 3 Guiding Principles for income in retirement
Complimentary Lunch Provided