Decisions and Taxes Related to Retirement

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Whether you are nearing retirement or already retired, you need to understand how taxes (including new tax law changes) impact your retirement income, as it may be possible to pay less in taxes on your hard-earned dollars.
You Will Learn:
1) Tax Efficient Income Strategies in Retirement (And which buckets to pull from first)
2) The 2023 tax changes and how these could alter your retirement plan
3) The changing rules for a retiring generation of baby boomers
4) The 5 Unexpected Risks to Your Retirement (They might not be what you think)
Speaker(s): David
11:45 Meeting Starts
12:00 Order Lunch
12:15 David Sandhu Starts Presentation
1:15 End of Meeting
Abuelo's, 850 Airport Freeway, Hurst, Texas, United States, 76054, Virtual:

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