Retirement Income and Tax Planning Seminar

Saturday, November 17, 2018

9:30–11:30 a.m.

Rotary Summit Center
7th floor (top floor), 88 South 4th Street
San Jose, CA 95112

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 for 2018, 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.