Broker Check
02 May
Taxes in Retirement


Please join us for our upcoming FREE no-obligation “Walk-In Seminar.” We'll be answering some of your most pressing questions regarding preparing for retirement. 

Barbara Magor Deel, CFP®, CFF®, ChFC, MBA
Geoffrey Kasher CFF® Financial Advisor

Taxes are likely to be your biggest expense when you retire and the majority of retirees have saved for retirement using pre-tax dollars. SECURE Act 2.0 made significant change to many aspects of the US retirement landscape. The Act includes many provisions affecting required minimum distributions (RMD), contribution limits to qualified plans as well as exceptions to the federal income tax penalties.

Whether you have recently filed your 2022 taxes or you’re on extension, there are critical considerations for you to consider to minimize your tax bite in retirement. Sign up to reserve your free no-obligation attendance at our seminar at the Wellington Community Center on May 2nd either 12 pm or 530 pm. Visit our website for more information.

Feel free to invite your friends and loved ones. RSVP today to save your seat.

Date and Time

Tue, May 02, 2023

12:00p - 2:00p EST


Village of Wellington Community Center

12150 Forest Hill Boulevard
Wellington , FL 33414


Lakeview West Suite

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Event Registration