Date/Time:
Thursday, September 18th at 6:30 pm - 8:00 pm

Location:
Ventura Office of Education – Conference and Education Services Center – The Oxnard Room
5100 Adolfo Road
Camarillo, CA 93012

TAXES and Your Retirement
In Person Workshop
Course Code: tdjvc0918

This Course is offered FREE of Charge
But – Space is Limited and 
Advance Registration is Required

To Register –
Register on-line now! or 
Register by phone     888-546-7009    (lines open 24/7)

TAXES and Your Retirement

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

You’ll learn how to protect your assets from Uncle Sam and keep more of your retirement income.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 
• How much of your Social Security is taxable?
• What are the advantages of a Roth Conversion?
• The benefits of “Tax Smart” Asset Allocation.
• How to protect yourself from a potential “Tax Storm”.
• What is tax diversification?
• Discover the biggest threat to your retirement and what you can do about it.
• Discover why all retirement accounts are an IOU to the IRS.
• Ways to mitigate and eliminate taxes on your retirement accounts.
• Are you prepared for all “4 seasons of taxation” in retirement?
• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!