Retirement Income and Tax Planning Seminar

Thursday, July 11, 2019

6:30–8:30 p.m.

Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

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

Rob Black will share market happenings and trends, while Chad
Burton, CFP®, will discuss:

  • Minimizing 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
  • Selecting optimal Social Security strategies
  • Discerning good and bad retirement products
  • Managing IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

Register Now

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