

# Event Details

- **Event Name**: Retirement, Taxes and Roth Conversions:  What you need to know
- **Event Start and End Date**: Tue, 20 Jan, 2026 at 11:00 am – Tue, 20 Jan, 2026 at 12:00 pm
- **Event Description**: Clarity today. Control tomorrow.
Come learn what every retiree should understand about taxes and income.About this EventDon't Miss Out: FREE Educational Seminar! Retirement, Taxes and Roth Conversions: What you need to knowJoin us for an eye-opening, in-person session.  Many retirees are surprised to learn that taxes don’t always go down in retirement — and in some cases, they can actually increase. Changes in income sources, Required Minimum Distributions (RMDs), survivor tax brackets, and how retirement accounts are taxed can all have a significant impact on your financial picture.This free educational seminar is designed to help retirees and those nearing retirement better understand how retirement income, taxes, and Roth conversions work together. We’ll explain these topics in clear, easy-to-understand language so you can feel more confident about the decisions you may face.During this workshop, you’ll learn:Why retirement taxes often surprise peopleHow different retirement income sources are taxedWhat Roth conversions are and how they workWhen Roth conversions may help — and when they may notHow Required Minimum Distributions can affect future taxesThe importance of coordinating income, tax planning, and estate considerationsThis is an education-only event. No products will be sold, and no legal or tax advice will be provided. The goal is to give you clarity so you can ask better questions and make informed decisions about your retirement planning.Seating is limited. Registration is recommendedAgenda?: 11:00 AM - 12:00 PMRetirement, Taxes and Roth Conversions:   What you need to knowHost: Jake Richards
- **Event URL**: https://allevents.in/cerritos/retirement-taxes-and-roth-conversions-what-you-need-to-know/100001980497530427
- **Event Categories**: workshops
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Cerritos
- **state**: CA
- **country**: United States
- **location**: Cerritos Senior Center
- **lat**: 33.8581562
- **long**: -118.0686209
- **full address**: Cerritos Senior Center, 12340 South Street, Cerritos, United States

## Event gallery

- **Alt text**: Retirement, Taxes and Roth Conversions:  What you need to know
  - **Image URL**: https://cdn-az.allevents.in/events5/banners/4d8ed24aac22cc8e321c35aa761ed4d10993490f8a7de9710bc7c274c18948f4-rimg-w1200-h659-dcd9d6d6-gmir.jpg?v=1768453817

## FAQs

- **Q**: When and where is Retirement, Taxes and Roth Conversions:  What you need to know being held?
  - **A:** Retirement, Taxes and Roth Conversions:  What you need to know takes place on Tue, 20 Jan, 2026 at 11:00 am to Tue, 20 Jan, 2026 at 12:00 pm at Cerritos Senior Center, 12340 South Street, Cerritos, United States.
- **Q**: Who is organizing Retirement, Taxes and Roth Conversions:  What you need to know?
  - **A:** Retirement, Taxes and Roth Conversions:  What you need to know is organized by United California Estate Services.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Retirement, Taxes and Roth Conversions:  What you need to know is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Cerritos, this event is thoughtfully curated to deliver a standout experience worth every moment. If Retirement, Taxes and Roth Conversions:  What you need to know sounds like your kind of event, don't wait - spots fill up fast.

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