Don’t miss the chance to learn about the new tax strategies to potentially reduce taxes in retirement. You’ll get professional guidance on potentially avoiding increased costs for Medicare or taxation of your Social Security & other retirement income sources. Join us for an educational LIVE Retirement Webinar covering "Taxes in Retirement" on Wednesday, January 21, from 6:00 - 7:00 pm PST. No charge to attend. | Workshops for Retirement - California
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The decision you make regarding how and when to claim your Social Security benefits will be among the most complex and largest financial decisions you will make in your lifetime. This special event is designed to inform you about how to avoid common filing and tax mistakes, and show you strategies to help maximize your retirement income. Join us online for a timely retirement webinar where we'll discuss what recent changes mean for you, and how to help maximize your income in retirement in 2025
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Are annuities good or bad? Even experts can’t agree. That’s why I’m hosting a free webinar, Annuities: The Good, The Bad, and The Ugly on Tuesday, November 18th. This is not a pitch for annuities. My goal is to provide clarity about a product that many people (and many professionals) simply don’t understand. You’ll learn about various types of annuities, the challenges they promise to solve, and costly mistakes all annuity owners should avoid. Click here to register now! -> https://events.retire
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