In this new workshop, we will cover several clear-cut, easy to understand strategies to help lower your tax bill:

• Roth conversions: when it makes sense to convert, how Roth conversions can reduce your taxes and one BIG mistake to avoid!
• How improving the “asset location" in your investment portfolio can save you thousands in unnecessary taxes!
• Required Minimum Distributions: how to minimize taxes on your “RMDs”  and how recent tax laws may impact your retirement plan.
• Social Security: how to lower taxes on benefits and 3 things to consider before filing.

 If you are retired or nearing retirement and are interested in paying the least amount of taxes, this workshop is for you!