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January 20

Untangling Taxes in Retirement

 

Location:

3660 On The Rise

3660 Waialae Ave.
Honolulu, HI 96816 United States

Date:

January 20

Time:

6:30 pm

About the event

Will you be paying too much in taxes? Join us for our complimentary workshop — Untangling Taxes in Retirement — where we’ll share information about the following topics:

  • Tax questions to ask BEFORE retirement
  • Surprises that can make retirement more expensive
  • How to avoid the Social Security “tax trap”
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Action steps throughout the 4 stages of retirement
  • Mistakes to avoid when it comes to your investment portfolio, health care and estate

Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Register For This Event