Blog

Join us for an absolutely free seminar held by a certified CPA.

Financial and Tax Strategies for Retirees

Topics:

– Qualified Charitable Distribution: How to make tax-free withdrawals from your IRA

– Medicare/Medicaid Planning: Tools to protect your assets

– Estate Planning: Avoid probate

– Veteran’s Financial Aid: Forgotten VA benefits
– Plus, other relevant topics for those near or in retirement