Please join your host, Tom Gandolfi, for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided – if you know what you’re looking for.

We will be discussing:
• Where do the markets, taxes, and economy go from here?
• What could we expect from the Biden Tax Plan?
• Are you using the tax code to your advantage?
• Is it possible to be in the 0% tax bracket in retirement?
• Five areas of retirement planning to consider before retiring.
• Three potential opportunities for current retirees to help reduce taxes