Lowering Taxes in Retirement: What You Might Be Missing - May 9th at the Lewes Public Library
Managing Taxes in Retirement – Thursday, May 9 from 5:00 pm – 6:00 pm
A no-obligation class is being offered to the Public, Thursday, May 9 from 5:00 p.m. to 6:00 p.m. at the Lewes Public Library. The course on managing taxes will examine various timely tax-related topics for individuals who are at or near retirement. We will talk about Required Minimum Distributions (RMD’s), Tax Withholding, Medicare Premiums, Tax-efficient Distribution Planning, Roth Conversions and other planning items to help attendees determine an appropriate strategy for them. The instructor for the course will be Gregory Holman, FPQP®
This class is educational in nature and is free and open to the public.
Registration is done by calling 410-677-4848 or online at https://retireinfocus.com/managing-taxes-in-retirement-2/ Space is limited!
Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 31454 Winterplace Parkway, Salisbury, MD 21804
