Retirement Income and Tax Planning Seminar

Thursday, Sept 20, 2018

6:30–8:30 p.m.

Toll House Hotel
140 S. Santa Cruz Ave.
Los Gatos, CA 95030

Registration is $25.

Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future

Please join us for our Retirement Income and Tax Planning Seminar.* Chad Burton, CFP®, will discuss:

  • How to minimize taxes in retirement after the 2017 tax reform
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.

Register Now

*Please note: Strategies discussed in this seminar are appropriate for individuals with $500,000 or more in assets.