You and a guest are invited to join us at Santa Monica College Community Education - Emeritus Campus for an informative workshop on Taxes In Retirement!

Learn how to help avoid paying a 50% penalty on your RMD’s to the IRS

A workshop on how to possibly pay fewer taxes in retirement.

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Taxes In Retirement Workshop @ Santa Monica College Community Education - Emeritus Campus

Wednesday, March 29th
6:30 PM

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Santa Monica College Community Education
Emeritus Campus
1227 2nd Street
Santa Monica, CA 90401

Note: Located just South of Wilshire Boulevard, on the east side of 2nd Street.
Parking will be validated for the public parking lot next door to the venue.

We will help you discover:

  • How the current administration may impact retirement income.
  • How and when to calculate RMDs.
  • Actions to take now that may turn crisis into opportunity.
  • How the right choice yesterday, might not be right today.
  • Tax-saving strategies to potentially offset the additional tax.
  • How much additional income tax one can expect.
  • Asset allocations for RMDs

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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.

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