Your Financial Golden Years: Learn How to Outsmart Taxes in Retirement during this Financial Planning Workshop
Taxes in retirement? Yeah, they don’t magically disappear with your office badge. But here’s the good news: if you’re between the ages of 59½ and 70-ish, you’ve actually got some serious power moves you can make.
Join us on Thursday, June 12, 2025, from 11:00AM to 12:00PM in San Carlos for a free Financial Planning Workshop that’s all about setting yourself up for a smoother (and smarter) retirement. We’re calling it “Your Financial Golden Years”—because who wants surprise tax bills during their beach days?
Here’s what we’ll dig into:
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How to avoid jumping into higher tax brackets later (hint: it’s all in the timing).
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What the heck happens to your Social Security and RMDs when Uncle Sam shows up.
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If a Roth conversion is your new best friend.
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Whether moving states really makes your taxes happier.
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How to keep giving to charity and family without giving it all to the IRS.
This one’s adult-friendly (19+), but especially helpful for the 55+ crowd. The vibe? Informative, laid-back, and super practical—think of it as the retirement version of life hacks.
Swing by The Lounge, grab some insight, and walk away feeling a whole lot more in control of your future.
Tax talk doesn’t have to be boring. Let’s make your golden years shine.
