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How Taxes Impact Your Retirement Planning


211 S. Prospect
Elmhurst, IL 60126 United States



January 15


6:30 pm - 8:00 pm

Many people contribute to IRAs, 401Ks and other qualified retirement plans for years without fully understanding the rules and tax implications until it’s too late.
Make 2020 the year you take charge of your retirement planning.
Join local advisor & CPA, Josh Bretl, for this complimentary educational workshop where we will discuss:
• How the 2018 Tax Code changes might impact your retirement strategy
• What the passing of the SECURE Act means and how to use it to your advantage
• Strategies to legally minimize the taxes you pay on Social Security benefits
• Allocating assets into accounts that create predictable income for life
• 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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