WORKSHOPS & EVENTS

Retirement Taxes Today

At this complimentary event:

  • Learn what the SECURE Act is and how t changed your IRA or 401k on January 2020
  • Identify and avoid some of the most common and costly tax mistakes many Baby Boomers make in retirement
  • Understand how lost deductions may cause your tax rate to go up (not down) in retirement
  • Discover how you may be able to reduce (or even eliminate) certain taxes (including tax on Social Security Income!)

When: Saturday, July 11, 2020 - 10AM, 11:30AM, 2PM
Where: Morton's Steakhouse
1450 Ala Moana Blvd.
Honolulu, HI 96814
Phone: 808.545.2211