Thriving in Retirement – Fox Hall

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Join us to discuss:

  • Tax-friendly ways to withdraw your retirement income
  • The latest facts and figures based on the latest tax laws
  • What estate taxes could look like for you and how they may impact your family’s inheritance
  • How you can reduce or potentially avoid any unnecessary taxes
  • Ways to ensure your nest egg lasts no matter how long you’re retired
  • What you can expect from Social Security when you claim (will it be there when you need it?)
  • Find out how recent tax law changes benefit you and potentially reduce your taxes!
  • What strategies you can use to optimize your benefit (in coordination with your spouse if applicable)

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