Retirement Planning Workshop

Retirees—and soon-to-be-retired individuals—are keenly concerned about the size of their annual tax bills. But most find themselves confused about how taxes work in retirement. Join us for a complimentary Retirement Planning Workshop and learn what’s involved in creating a retirement tax strategy.

What You Should Know About the Current Tax Environment, Your IRA and 401(k)

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.

Upcoming Workshops

Retirement Planning Workshop

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH

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...

Retirement Planning Workshop

Rockwell’s Steakhouse 27 Broadway Street, Toledo, OH

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...

Retirement Planning Workshop

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH

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...

Retirement Planning Workshop

Rockwell’s Steakhouse 27 Broadway Street, Toledo, OH

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...

Retirement Planning Workshop

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH

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...

Retirement Planning Workshop

Rockwell’s Steakhouse 27 Broadway Street, Toledo, OH

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...

Retirement Planning Workshop

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH

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...

Retirement Planning Workshop

Rockwell’s Steakhouse 27 Broadway Street, Toledo, OH

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...

Retirement Planning Workshop

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH

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...

 

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.