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(Oct 23rd) Taxes in Retirement (Sedona, AZ) - Morris Hall, PLLC

(Oct 23rd) Taxes in Retirement (Sedona, AZ)

Type: seminar Date: October 23 Time: 10:00 AM - 11:00 AM Venue: Mary D. Fisher Theatre, 2030 W AZ-89A, Sedona,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Mary D. Fisher Theatre DESCRIPTION:Taxes in Retirement with Guest Speaker Matt McMahon CFP With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This discussion is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement. Matt McMahon […] ADDRESS:2030 W AZ-89A DTSTART:20191023T100000 DTEND:20191023T110000 URL;VALUE=URI:https://morristrust.com/seminars/oct-23rd-taxes-in-retirement-sedona-az/ SUMMARY:(Oct 23rd) Taxes in Retirement (Sedona, AZ) LOCATION:Mary D. Fisher Theatre, 2030 W AZ-89A, Sedona, PHONE: DTSTAMP:20210620T190552 UID:60cf9190e2460 END:VEVENT END:VCALENDAR
      (Oct 23rd) Taxes in Retirement (Sedona, AZ).ics
Tucson estate planning lawyer Taxes in Retirement with Guest Speaker Matt McMahon CFP With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This discussion is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement.
Matt McMahon will be covering the following topics:
  • Understand how to reduce taxation of your Social Security benefits.
  • How much Required Minimum Distribution (RMDs) work and their tax implications.
  • Determining which account(s) to begin withdrawals for retirement income.
Jon will also answer questions regarding setting up your estate to avoid probate, minimize taxes, and protect your assets.
Mary D. Fisher Theatre (Map)  -   Friends, family and neighbors are welcome.

Seating is limited.  RSVP by filling in form below or call (928) 778-2655

Event is due and cannot be registered at the moment