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Retirement Tax Strategies for 2024

Location

Chapel Hill Library

100 Library Dr. Meeting Room A
Chapel Hill, NC 27514 United States

Directions

Date

May 9

Time

12:00 pm - 1:00 pm


Join our host, Ryan Polimeni, at this workshop and gain insights into optimizing your retirement and estate planning. Learn strategies to minimize or eliminate taxes on your retirement and estate, ensuring more of your wealth goes to your beneficiaries. Discover financial tactics to boost your retirement income, navigating market volatility and inflation for sustained financial stability. Explore ways to structure your retirement savings to avoid running out of money, debunking common misconceptions about retirement planning along the way. Equip yourself with tools and methods tailored to retirees for developing a robust retirement tax strategy, empowering you to secure your financial future with confidence.

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