Lunch & Learn – Retirement Tax Planning for the New Year

In by Rain Henderson

MINIMIZE TAXATION OF YOUR ASSETS & INCOME

Bill Aldrich, President of First Coast Financial Group, will show you how to determine the steps necessary to minimize taxation of your assets and income in retirement. It’s all about what you KEEP!

Topics to be discussed:

  • Ways to create increasing, reliable income
  • Some advantages of a ROTH IRA
  • How Social Security benefits may be taxed
  • RMD Strategies to reduce your tax burden
  • Uncovering potential sources of income
  • Strategies to help minimize taxes in retirement

Sign-up Deadline: Tuesday, January 17, 2023 5:30 PM

11:30 AM Registration
12:00 PM – 1:00 PM Program

Reserve your seat today!

 

 

 

When

Wednesday, January 18, 2023
11:30 am - 1:00 pm

Where

WJCT Studios
100 Festival Park Avenue
Jacksonville, Florida 32202