Taxes Workshop

Taxes Workshop

Join us for an exciting event, the Taxes Workshop, where we'll guide you through the steps to a secure and fulfilling retirement.

At this COMPLIMENTARY event you will:

1. DEDUCTIONS & CREDITS - Can you reduce your taxes in retirement using deductions or credits?
2. ROTH IRA & CONVERSIONS - Should you convert your IRA or 401 (k) to a Roth?
3. REQUIRED MINIMUM DISTRIBUTIONS (RMDS) - What are they and how drastic might your taxes increase after Age 73?
4. DISTRIBUTION STRATEGIES - Can you reduce your taxes by changing what accounts you draw your income from?
5. INHERITANCE TAXES - Learn where taxes for your heirs might be hiding
6. SOCIAL SECURITY TAXATION - Learn how Social Security is taxed and how it affects your tax rate

Location: Gilbert Community Center

THIS EVENT IS FOR THOSE AGE 55 AND OLDER.

FOR FIRST TIME ATTENDEES ONLY.

The content is provided for information purposes only, and is not intended to serve as the basis for financial decisions. Strategy Financial Group is not affiliated with the Social Security Administration, or any governmental agency. Strategy Financial Group does not offer specific legal or tax advice. Please consult with your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC. Event coordinated by Strategy Marketing Group. General public welcome. For first-time attendees only. No financial professionals or insurance agents, please!

Also check out other Workshops in Gilbert.