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Wilton Library

138 Old Ridgefield Road

Wilton, CT 06897

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Join us to learn about strategies that can help you get closer to a tax free retirement.

  • If taxes increase in the future, will my chances of outliving my money be reduced?
  • Discover how you can safely build a tax favored position in retirement using methods that have been around for over 150 years.
  • How to prevent my taxable IRA from growing and why.
  • Should I take required minimum distributions early or later.
  • Am I paying too much in taxes now, is there a way to reduce them.
  • What is “The Tax Bridge” and when do I cross it.
  • What tax free vehicles exist and are they appropriate for me.
  • The tax bucket strategy, how diversified am I really.
  • Are Roth IRA conversions right for me, how does this affect my taxes today.
  • What is a 72T distribution and is it right for me
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Date and Time

Location

Wilton Library

138 Old Ridgefield Road

Wilton, CT 06897

View Map

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