Retirement Tips 2023
Wednesday, May 10, 2023
10:00a - 12:00p EST
Middletown Public Library
55 New Monmouth Rd
Middletown,
NJ
07748
Topics covered will be:
- Social Security analysis
- Topping Off Your Tax Bracket (+ MFJ v Single)
- Serial Conversions – IRA to Roth IRA
- QCDs - Tax Efficient Charitable Giving
Light refreshments, coffee and mingling will be available in the lobby starting at 10.
The event will be in the Computer Room where no food or drink is permitted.
Please be sure to include accurate contact information for any updates and confirmations.
You will not receive any marketing emails or communications that do not pertain to this event.