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Retirement Planning Workshop

September 30 @ 6:30 pm

Complimentary
Rockwell's Steakhouse

You are cordially invited to join us for a Complimentary Private Dinner Event at Rockwell’s Steakhouse in Toledo!

Seating is limited in observation of the social distancing guidelines, so please guarantee your space now by calling 419-872-0204.

Dinner Event Highlights:

  • Can Social Security be 100% tax free income?
  • How can your income be tax free?
  • Steps to take to minimize the taxes you pay on your retirement savings
  • How to potentially avoid losing up to 70% of your IRA to federal and state taxes
  • How you can legally eliminate taking Required Minimum Distributions (RMD) at age 72
  • How to use your distributions to potentially reduce your taxable income
  • And much, much more!

RSVP by calling the Citizen Advisory Group office at 419-872-0204.

Details

Date:
September 30
Time:
6:30 pm
Cost:
Complimentary
Event Category:

Venue

Rockwell’s Steakhouse
27 Broadway Street
Toledo, OH 43604 United States
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Phone:
419-872-0204