Estate, Disability, and Financial Planning: Your Financial Life- Retirement to RMD's-A Taxation Guide
Estate, Disability, & Financial Planning
Ages 18+ | FREE
**Registration Deadline: One day prior to session**
Joel Dettwiler, ChSNC®, founder of the Quantum Group, will be hosting workshops on important planning topics.
All workshops will include a brief presentation of information, general planning/lessons learned, and a question and answer session.
Questions via email prior to all workshops are welcome, and sender will remain confidential. Contact Joel at jdettwiler@quantumplanners.com.
Your Financial Life – Retirement to RMD’s – A Taxation Guide (#555019-158)
Thursday, October 3, 2024 | 10:00am-11:30am
Black River Beach Neighborhood Center
You want to retire at age 62. What income streams will you have? Do you know how your income streams will be taxed?
How about healthcare before age 65? How does Medicare work when I do reach 65? What age am I required to take money out of my IRA? Join for a conversation about what you can do to make the most of your planning opportunity with an understanding of income and taxation.
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