Get Your Finances in Order for 2024 : Taxes in Retirement Online
Join us for this free informational presentation by The Society for Financial Awareness.
If you are retired already then you know, and if you are preparing for retirement then you are about to learn-- Taxes in Retirement are different than your working years. Social Security, Capital Gains, RMDs, Phantom income... it all means a different tax plan. Your CPA is limited by the choices you make, choosing correctly today will help your account lower your tax bill tomorrow!
About the Speakers:
This talk will be presented by Janet Colborn and Ken Colborn, active members of The Society for Financial Awareness (SOFA), a nonprofit organization with the mission to end financial illiteracy in America one community at a time.
Colborn Associates is a family firm which has been putting foundations beneath financial plans since 1927. Janet Colborn, Ken Colborn and their associates specialize in financial education services, cash flow planning, tax strategies, and safe money alternatives for you -- whether you are planning for your family's financial security, your retirement, or your family's legacy.
Presented via Zoom. Register to receive the Zoom link.
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(610) 356-1510
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