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Retirement Tips 2023

Retirement Tips 2023

Wednesday, May 10, 2023

10:00a - 12:00p EST

Middletown Public Library

Middletown Public Library

55 New Monmouth Rd
Middletown, NJ 07748
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Topics covered will be: 

  1. Social Security analysis
  2. Topping Off Your Tax Bracket (+ MFJ v Single)
  3. Serial Conversions – IRA to Roth IRA
  4. 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.

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