Dream Retirement - Make Your Money Last Evening
Details
Most of us spend decades saving for retirement and almost no time planning for the taxes that come with it. That gap is where a surprising amount of money quietly disappears, and the good news is that much of it is avoidable.
Here is what you will learn:
- Why taxes can become one of your largest expenses in retirement, and how much is actually within your control
- How to draw from your accounts in the right order to keep your tax bill lower
- When a Roth conversion truly makes sense for you
- The everyday income decisions that can save you money for years to come
This is a relaxed, educational evening. No jargon, no pressure, and nothing sold in the room. Bring your questions and leave with a clearer plan. Seating is limited, so reserve your spot early. Presented by Be Retirement Prepared.
Visit https://beretirementprepared.com/080526-kingwood-rsvp for more information. See you there!
Related topics
Events in Houston, TX
Advanced Financial Planning & Tax Strategies
Income Tax Planning in Retirement
Preparing for Retirement
Retirement Planning
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