Social Security, Retirement Income, and Tax Planning

We are excited to welcome professionals from the Society for Financial Awareness back to the library for a free, informative session where you will...

• Understand how new Social Security rules effective January 2025 could impact your benefits
• Discover how Required Minimum Distributions (RMDs) affect your retirement income and taxes
• Learn how Roth conversions and smart tax planning can help maximize your income each year
• Explore how different retirement accounts and investments can reduce your overall tax burden
• See why creating a structured income plan is essential for long-term retirement success

Kindly register for your seat in advance, but walk-ins are also welcome!