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Tax Laws & Deductions for Seniors – Eagle Springs

January 13, 2023 @ 2:00 pm

Details

Date:
January 13, 2023
Time:
2:00 pm

Organizer

Venue

SLC EGSP 2214952 TaxLawsDeductions HERO1200x630 V1

Join us for an informative and empowering session on protecting your financial assets.

You’ll learn:

• Why everyone needs a taxable IRA to fund medical expenses

• How to deduct assisted living and nursing bills

• How to structure your 72(t) distribution strategy

• Using IRA distribution from age 62-70 to maximize retirement assets

• Delay taking your social security benefit from age 62 to 70 to increase monthly benefit

• Reasons for missing the 60-day rollover

Make sure your financial future is protected

For the safety and well-being of all residents and guests, all recommended safety precautions will be taken. Please call to inquire about our safety measures for this event.

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