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How Taxes Impact Your Retirement Planning


400 Duane St



February 19, 2020


6:30 pm - 8:00 pm

Free Tax & Social Security Planning Workshop with Josh Bretl, CPA.

We will be discussing:
– The truth about taxes on your Social Security income

– Strategies to legally minimize the taxes you pay on your Social Security benefits

– The most overlooked way to create tax-free income from your taxable investments

– Optimal time to start drawing Social Security benefits

– Retiring with confidence you can outlive your money

– And much more…

This is not a sales presentation. These workshops are held as an introduction to our firm and to provide information to the community.

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