Broker Check
25 June
Taxes in Retirement


With all that is going on in the world today, planning for tomorrow isn’t getting any easier. Tension in Washington, D.C., market volatility amid rising rates and trade war, tax reform, and many other factors have American pre-retirees on edge and looking for answers. Join your host, Javid Jaraiedi of Jaraiedi Financial Group, as he explores the latest strategies to help create and protect a secure retirement in today’s volatile economic environment. 
  • How a sneaky inflation change will cause you to pay higher taxes in the future
  • Why clients should consider “bunching” deductions in order to itemize
  • Considerations for tax-deferred savings and funding Roth accounts
  • Know the “tax traps” of Social Security and Medicare
  • How Roth conversions just got trickier, and what you can do now
  • Learn the importance of estate planning and organizing your assets for your family’s benefit
  • Why small business owners might want to consider shifting income to a lower-earning spouse

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Date and Time

Thu, Jun 25, 2020

2:00p - 4:00p EST




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Event Registration