In the News:

Taxes in Retirement Class

Choose from either of our upcoming class offerings:

When: Monday, October 21, 2019 @ 11:00 am – 12:30 pm or
Wednesday, October 23, 2019 @ 6:00 pm – 7:30 pm
Where: Osterville Village Library


Understand the potential impact taxes have on your retirement income.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we are offering this class – to navigate the retirement tax maze.

Join us at Osterville Village Library for an informational seminar covering Taxes In Retirement.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

If you cannot attend a class at the Osterville Village Library, our colleague will be offering the same class at the following location:

Wellesley Community Center
219 Washington Street Wellesley, MA 02481

If you are interested in attending any of the scheduled classes, please call us at 774-602-5196.


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