top of page


Podcast
Coming Soon!
Call us today for a quote 510-842-7737
Tax-Efficient Retirement Income
Sat, Mar 01
|Zoom Webinar
Learn about the impact of taxes on your savings and strategies to save.
Registration is closed
See other events

Time & Location
Mar 01, 2025, 10:00 AM – 11:00 AM PST
Zoom Webinar
About the event
Join our informative seminar
Is it better to pull your retirement income from a Roth account or traditional IRA?
Should you pay for health care expenses with a health savings account (HSA) or your checking account?
Your income may come from various accounts and they all may be taxed differently.
But by developing a tax-efficient income strategy, you can help lower your annual
tax bill in retirement.
bottom of page