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Retirement Tax Trap Most Couples Never See Coming 1
Educational Talk
Retirement Tax Trap Most Couples Never See Coming 2
Retirement Tax Trap Most Couples Never See Coming 3
Retirement Tax Trap Most Couples Never See Coming 4
Retirement Tax Trap Most Couples Never See Coming 5

Retirement Tax Trap Most Couples Never See Coming

June 17 at 2pm

Baywood - Aragon

Your nest egg could take a bigger tax hit than you expect. This CPA-led workshop reveals why retirement taxes often spike later in life: from Required Minimum Distribution surprises to Roth conversion timing and common withdrawal mistakes that drain savings.

Educational workshop
Financial planning
Retirement focused
CPA led

Tips

📝registration required, limited to 15 seats
đŸ‘€led by John Lau, CPA and CFPÂź

Wednesday, June 17, 2:00 PM

San Mateo Public Library

55 W 3rd Ave, San Mateo, CA 94402, USA

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