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Retirement Planning Workshop

August 4 @ 6:30 pm - 8:30 pm

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.

Bring a friend and join Citizen Advisory Group to learn how different factors can impact your retirement.

You will learn:

• How will the new administration potentially impact your bottom line and retirement nest egg?
• Strategies to help minimize your federal income taxes on your IRA, 401(k) or other investment accounts.
• Explore tax strategies that may protect your beneficiaries and could help ensure you don’t run out of money.
• The common mistakes you can make when doing an IRA rollover before or after retirement.
• Is a Roth IRA conversion right for you?
• What you should know about the current tax environment, your IRA and 401(k).
• The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
• How to attempt to protect yourself from future market drops.

RSVP for an upcoming event by calling the Citizen Advisory Group office at 419-872-0204.


August 4
6:30 pm - 8:30 pm
Event Category:


Final Cut Steak & Seafood
1968 Miami St.
Toledo, OH 43605 United States
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.