Lunch and Learn: Golden Reserve (Part 1 of 3 part series) - Tax Planning

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Tuesday, November 23, 2021 - 12:00pm

Lunch and Learn: Golden Reserve (part 1 of a 3 part series) Tax Planning. Tuesday, November 23 at 12:00pm. As retirees make their way down the retirement mountain, there are a few boulders they should watch out for. Part 1 of our three-part series will talk about the first boulder, taxes. Specifically, how to avoid
the Widows penalty and Kiddos penalty and why the latest tax law changes may have a greater impact on your retirement nest egg. LUNCH WILL BE PROVIDED. Registration required.