How to tax efficiently retire and not outlive your money. Managing Social Security, IRA’s, Pension Life Insurance and Annuities. When a spouse dies, understand the impact and consequences of reduced benefits while your taxes and Medicare premiums possibly increase. Financial Planning!
Wed, Feb 26
6:00 pm - 7:15 pm
Fee: $20 per person
Location: DSISD CL&L (New Admin Bldg) RM TBD
Instructor: Al Gonzalez, MBA Financial Planner