Broker Check

The Impact of Taxes in Retirement 

Location & Date

Location & Date

SCCDS Office

1485 Park Ave.  San Jose, CA 95126

Date / Time

  • Date: 02/29/2024
  • Time: 6pm - 8pm

We’ve all heard that “Knowledge is Power.” Being well-informed on key issues such as the impact of taxation in retirement planning could prove to be the foundation of an abundant retirement. Tax laws are liable to change. We’ll discuss the importance of understanding the current laws to take advantage before it’s too late! With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement.  It’s all about what you KEEP!

What topics will be covered?

  • The critical tax questions you must answer BEFORE retirement

  • The surprises that often make retirement more expensive

  • What the Social Security “tax trap” is and how you can avoid it

  • Why withdrawing assets in the wrong order can trigger higher Medicare premiums

  • Why you need to manage taxes even before you retire

  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges

  • “The Death of the Stretch IRA” and what it means for your family

  • Mistakes to avoid when it comes to investments, health care, and estate planning

    And much more…

About Your Instructor

About Your Instructor

Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.  Sheri earned a Master’s degree in Taxation from Golden Gate University. 

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.