Retirement University: Social Security, Retirement Income, & Tax Planning

Program Type:

Presentations

Age Group:

Adults
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Event Details

In this informative workshop presented by the Society of Financial Awareness (SOFA), you’ll learn how Social Security changes in January 2025 may affect your benefits, how Required Minimum Distributions (RMDs) can impact your income and taxes, and how smart tax strategies like Roth conversions can work in your favor. We’ll also explore how different retirement accounts and investments can help reduce your tax burden and why having a structured income plan is key to long-term success. Whether you're nearing retirement or already retired, this workshop will help you feel more confident about your financial future. Adults 18+, registration required. Please only register for one date.