Calendar
◂ November 2019Twelve Year-End Tips for Retirees
Twelve Year-End Tips for Retirees11/4/20191pm2pm
Venue
Wallingford Community Senior Center
4649 Sunnyside Ave N #140
Seattle, WA 98103
Seattle, WA 98103
Register
Free. Advance registration appreciated.
Now — as in before year-end — is a great time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques. Attend this workshop to learn the must-have strategies to help you minimize your legal tax burden, while also discussing gifts to children, charitable contributions, required minimum distributions, IRA and Roth IRA contributions, and much more. With expertise from Kristen Lomax of SOFA, a non-profit whose goal is to provide financial expertise and to increase knowledge and confidence in your financial future.
Free. Advance registration appreciated.