VIRTUAL LUNCH & LEARN: Tax-Free Retirement

Grab a notebook and a PB&J for this monthly lunchtime webinar series presented on Zoom!

This month’s topic is Tax-Free Retirement! Many Americans assume that their taxes in retirement will stay the same or go down. Unfortunately, for most this may not be the case. Current taxes laws have changed dramatically in the past few years and these changes not only involve you but your beneficiaries in the future.

In this seminar presented by USA Financial & Tax Services, you will learn the answers to questions such as:
- If taxes increase in the future, will my retirement plan be in jeopardy?
- What are the new tax codes that affect my heirs on my tax-deferred accounts?
- Should I take required minimum distributions early or when I am required to?
- Are there ways to reduce taxes now and in retirement?
- How will retirement accounts impact my heirs with the new tax laws?

Register online or by calling the library’s Reference Department at 860-652-7720. Registration with a valid email address is required in order to receive login information on the day of the Zoom meeting.