Join us for this session of Understanding Your Texas in Retirement!  

Efficiently managing your taxes involves many intricate details and strategies and a clear understanding of any changes to the tax code. How and why does the marginal tax system differ in retirement years? How will the provisional income calculation on Social Security affect your taxes? How do IRA Required Minimum Distributions affect your tax liability? Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

Registration opens October 1st and closes October 25th. Zoom information will be sent upon registration. 

Hosted by The American Financial Education Alliance (AFEA). AFEA is a 501(c)(3) non-profit organization whose mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. We are Certified Financial Fiduciaries and Nan is the President of the Boerne chapter of AFEA.

https://www.myafea.org/